Steve works alongside financial advisors in British Columbia as their subject matter expert for Life Insurance. His focus is on Estate Planning and Corporate insurance planning where he combines his product design and people skills to create custom solutions for clients.

Steve began his career as a financial advisor with London Life in 1992 after graduating with a business degree from Wilfrid Laurier University. After successfully building his practice for several years in Ontario, Steve moved to Vancouver to become Vice-President of a technology company. After eight years of working in the technology industry, Steve returned to the financial services sector as a Training Manager with Freedom 55 Financial. In 2013, he moved into an Insurance Sales Consultant role at Great West Life which allowed him to set the ground work for his role today.

Steve is a (CFP) Certified Financial Planner and a Certified Health Insurance Specialist (CHS) as well as a Certified Executive Coach from Royal Roads University.