Finance | Associate Investment Advisor at CIBC World Markets
Steven is a wealth professional with experiences in various areas of finance including private banking, discount brokerage and wealth management. In the last eight years, he has demonstrated true leadership experience in sales, service and community involvement. Whether through one-on-one meetings, in-house seminars or engaging with the local community, Steven aims to educate, identify and tailor his approach to each individual.
In 2015, Steven joined CIBC Wood Gundy – The Pravin Kumar Group, where he now spends the majority of his time on business development, client relationship management and investment management.
Steven's passion is in meeting people who are motivated to make a change, open to new ideas, and wants to build their lifestyles through the help of an advisory team. He helps clients meet their goals by creating solutions that are market resilient, tactical and measurable.