Client Testimonials

Thank you to all of my clients for your trust, testimonials and referrals.

“My husband and I employed Steven's services for a financial "check up" of sorts, having just had a baby. Together we reviewed our short and long term goals, and Steven offered recommendations for ongoing savings allocations and potential downpayment scenarios. Steven was positive, friendly and knowledgeable. I'd recommend him to other young professionals looking for objective financial advice.”

Annelies M.

“Steven did a great job reviewing my self-managed investment portfolio and offering some thoughtful suggestions to improve my results and save on taxes. He was very professional, trustworthy and I'd definitely recommend his portfolio review to anyone.”

Jordan V.

“Steven has helped me develop a strong understanding of what my money can do and should do for me. His knowledge and patience in explaining financial strategies and the pros and cons of each have given me the confidence to now say I have a clear plan for my finances into the foreseeable future. If you have been avoiding financial planning because you find it overwhelming, Steven will help you through it to help you understand the what and why of your money. I'd recommend him to anyone looking to review and plan for their money. Thank you so much Steven!”

Nadia B.

“We can't thank Steve enough for his advice regarding our financial matters. For the past few years I had many sleepless nights because I feared not being able to retire ever, let alone in the next few years. After a few phone meetings he was able to show us how to not only pay off our bills and mortgage but plan to retire reasonably comfortably in 4-5 years. Steve's knowledge of finances, accounting and tax laws was very impressive. Not only is Steve extremely competent in his field of expertise but his communication style is compassionate, understanding and non-judgmental, making my wife and I at ease throughout the entire process. We feel not only did we develop a rapport as a confidant but also a friend. Steve, we cannot thank you enough.”

David and Nancy P.

“Working with Steve was a pleasure and I strongly recommend his services. Over the span of multiple meetings, Steve worked with my partner and I on the following key items: Scenario planning for a home purchase; Retirement portfolio composition and asset allocation; How to sequence our savings through registered and non-registered accounts; Tax efficient management of an income property; Debt management vs investment tradeoffs; Personal insurance needs. What made Steve standout was his focus on educating us throughout the journey and showing all the options instead of trying to push boilerplate solutions. Whether you’re new to personal finance or a confident DIY’er, Steve can add value to your finances by bringing a holistic approach and delivering a detailed action plan customized to your needs.”

Kanwar R.

You can find more testimonials here.