Steve Specializes in Assisting:
- Individuals (including divorced, separated, widowed)
- Couples and Families
Steve Specializes in the Following Services:
- Budgeting and Cash Flow Planning
- Financial Planning
- Pre-Retirement Planning
- Financial Education
“Personal financial independence doesn’t have to be something ‘other people have.’ Reducing day-to-day stress and achieving financial goals are possible with a little objective support.”
Steve brings a friendly, patient and organized approach to his clients’ individual challenges, and his clear, straightforward manner takes the mystery out of money. He provides his clients a customized, practical plan that empowers them to take control of their financial situation in a way that makes sense to them.
Throughout his career, Steve has always had a passion for personal finance and investing. He felt the greatest reward when helping people with their money, and so in time, he decided to make his passion his vocation. He undertook professional training to become a financial planner and is currently a FPSC Level 1®. Steve is a very down-to-earth guy who connects with his clients eye to eye and understands how to manage money within diverse lifestyles and experiences. This is in part thanks to 15 years of overseas travel as well as working in professional and amateur sport.
Steve chose Money Coaches Canada because – in contrast to commission-based financial sales – their fee-for-service model allows him to offer unbiased, transparent advice with his clients’ best interests at heart. He loves talking investing with his clients and has developed educational material to help them better understand the Canadian investment landscape and make the decisions that are truly in their best interest.
Steve is passionate about financial education and has presented at numerous investment clubs and businesses in the Greater Vancouver Area. He is available to deliver informative and entertaining talks on topics such as retirement planning, investing and other aspects of personal finance. Request a consultation by clicking on the link below or giving him a call.
Sharp and Confident Professional
I was approaching retirement and wasn’t sure I was financially prepared. Steve helped me put in place a workable, understandable plan for moving forward in retirement. I don’t stress at all about financial “what if’s” any more… I know I can handle whatever comes up. The results and benefits I gained from working with Steve far outweighed the cost. I was lucky to have found the right person to help me plan and organize for my retirement and would recommend his services to anyone who wants to feel truly prepared for retirement or other life transitions.
Net Worth Going Up!
Before working with Steve I never felt I had the spare money to save for the future.
Steve set up a budget for me which I thought I would never be able to live on, but found out I wasn’t spending it all. The budget freed up other money which I never knew I had and all of a sudden I see my net worth going up.
Working with Steve has made me excited about what my money can do for me.
Making Retirement a Reality
My husband and I needed some guidance to make sure we had enough money to retire comfortably. Steve was the perfect money coach to guide us in the process of making a long term plan. At first we were not sure if the cost would be worth it, but now that we have the final results we know it was totally worth it. Steve helped us to set up a monthly budget that we can stick to comfortably and which includes money for long term savings, retirement investments, emergency funds, and a travel fund so we can continue to enjoy life now while at the same time saving for retirement. Steve also ran our numbers through various scenarios so we could see what our options were for retirement. We now have peace of mind that if we stick to the plan we will retire comfortably. We also got advice on where to invest our money in order to make it work better for us. Thanks so much Steve for your patience, cheerfulness, generosity and thoroughness. You were a pleasure to work with.
– Pat and Jose
Clarity and Confidence
After working with Steve I now have a much better grip on my finances. I now know where my money is going and can make informed choices on my spending. The confidence and control I have feel great! I’m achieving my financial goals thanks to Steve.
– Josh N.
The Human Touch in the Financial World
Being financially stable and enjoying life early is a rare occasion, but I never thought of being financially thriving by my mid-twenties. The best part about working with Steve is the way he shows and explains what to do, instead of just telling you what to do. I was able to learn a lot about investing, saving, life insurance and other topics through his approach. His easy going and understanding personality makes the process very enjoyable – I always looked forward to our meetings. He is very responsive to your needs, and will go the extra mile to give you answers to any of your questions, in language that is easy to understand.
Lastly, Steve shows you how to take control of your finances for the long term, which is to me, is the most valuable lesson he taught me.
Wish I’d started working with Steve sooner!
Before working with Steve money issues were keeping me up at night – specifically how to pay off debt and start a savings plan. Steve helped me not only get a handle on debt, but he also helped me develop a plan to make sure I was getting the most out of every dollar. He really paid attention to what my goals are and tailored the plan to meet them. Steve really cares about his clients and has a passion for helping them reach financial stability. Working with him and Money Coaches Canada has made a huge difference in both my financial situation and my knowledge about finances. I only wish I’d started working with Steve sooner!
Expert Help for Life Transitions
Being new in Canada and just started our professions, my husband and I really needed an expert to show us how to manage our finances. Steve, so passionately, helped us figure out how to use our limited budget and at the same time, invest for the future of our growing family. Now, that we are expecting our first baby, it is hard for us to imagine we could have enjoyed the peace of mind we have now, without his advice. Thanks Steve!
Empowered for the Future
Before working with Steve, my financial knowledge was minimal and my planning didn’t extend very far. Steve empowered me to plan for the future and to look beyond my month-to-month bills. Through his support and coaching, I was able to set (and achieve) goals like saving for a home, paying for my daughter’s education, and being able to retire financially secure.
Steve has increased my financial knowledge and motivated me to take action. I’m thankful for his help and patience, and for always having my best interests in mind. I highly recommend Steve and Money Coaches for financial planning.
Making Our Current and Future Dreams a Reality
We want to thank Steve for his incredible help with setting us up with a sound financial plan that we will be able to continue to follow for years to come. Steve helped us to begin making our current and future dreams a reality. With his professional, caring, and understanding approach, Steve got to know us so that he could help us to set up a plan that was personalized to our goals. He helped to simplify the process of how we can make our money work for us so that we are able to afford and save for the things that are important. Steve we want to thank you for all of your time, patience, and effort. We look forward to a bright financial future and being able to participate in all of our many adventures to come!
– Laura & Carl