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 professional, understanding and friendly approach to his clients’ financial challenges. As a knowledgeable, organized and caring coach, he helps people with various challenges- planning for retirement, paying off debt, or just wanting to see their net worth grow. His tailored workable plans ensure his clients feel confident that they are making decisions that are best for them and their families. Not only are their finances in better shape and their questions answered, but they have peace of mind, less worry and clarity as well.
For the past 14 years, Steve has had a passion for personal finance and investing. He felt the greatest reward when helping people with their money, and so in time, decided to make his passion his vocation. He undertook professional training to become a financial planner and is currently a FPSC Level 1®. Thanks to 15 years of living overseas in various cultures and working in professional and amateur sport, Steve has learned that no two people or situation are the same and that there is more than one way to approach a challenge.
Steve enjoys working at Money Coaches Canada because – in contrast to commission-based financial sales – their fee-for-service model allows him to offer unbiased transparent advice. He loves talking investing with his clients and has developed educational material to help them better understand the Canadian financial landscape.
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 talks on retirement planning, cash flow, investing and other aspects of personal finance.
Request a consultation by clicking on the link below or picking up the phone and giving him a call.
Excellent Financial Guidance
We did not know where to start and it seemed as if our situation was dire. With Steve’s coaching we were able to get clarity and start to move forward. His balanced approach shows you that there will be sacrifices, but that the return on your personal goals will be the payoff. We now see a better way to manage our expenses.
Anyone who needs financial guidance and awareness can benefit from working with Steve. He was very professional and came well prepared for our sessions. It was obvious he had our best interests in mind and we highly recommend his services.
– Paul and Lisa
From Confused to Organized, Energized and Well-Prepared
I had many concerns about retirement finances, which proved to be largely misdirected even though they were based on years of reading financial columns in major newspapers.
Steve has created a clear plan specific to my circumstances. I was surprised to discover that working with him had an almost therapeutic dimension in that the process enabled me to see my circumstances through the eyes of a financial analyst who was always ‘on my side’ while remaining focused and objective.
Everything has been organized and mapped and I have a clear, comprehensive ‘game plan’ in place. With Steve’s help, I feel more in control, energized and optimistic about my financial future than I would have believed possible several months ago. The retirement process no longer seems daunting.
Steve is an excellent communicator, always energetic and meticulously prepared. We accomplished an enormous amount in a short time and I look forward to working with him on an ongoing basis.
From Overwhelmed To On Track
Even though we have two good incomes, my husband and I felt overwhelmed and discouraged about ever being able to get out of debt and spend within our means. We had got to a point where our money was controlling us and we needed help.
Now that we have worked with Steve, we have a plan, are communicating better and feel much better about reaching our short, medium and long-term goals. Every dime we spend is accounted for, and we can make informed decisions on our spending.
Steve’s financial knowledge, advice and coaching ability have helped us increase our net worth, decrease our debt and take control over our money.
We received excellent value for the price we paid and would be quick to recommend Steve’s services to friends and family or anyone who wants to feel better about their finances.
– Petra and David
Feel a Lot Better Now!
When I started working with Steve, I felt overwhelmed and without direction. He took the time to understand my goals and designed an easy to follow plan that is allowing me to achieve my short and long-term goals. Being accountable to someone and seeing my net worth grow were huge motivators.
I really enjoyed my time working with Steve and feel a lot better now. He built my confidence and showed me how to be disciplined with money. I would definitely recommend his services to anyone who wants to get control and confidence over their money.
– Kevin Ngo, TELUS Business Solutions
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!
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.
Simple and Workable Solutions
I was not confident that I could retire with the finances that I have, so I looked for a financial adviser who could help me with my financial and legacy planning.
Steve formulated simple and workable solutions that will help my retirement be more enjoyable and provide me with peace of mind.
He answered all my question and recommended strategies to deal with financial issues and provided contact names for investments and help with developing a will.
I now feel far better about reaching my financial goals.
Exceptionally Valuable to Me
Since meeting with my Money Coach, Steve, I now know what I need to do to reach my financial goals. Steve has helped me approach my goals in bite size/manageable steps as opposed to feeling that it is too overwhelming to address.
I have become more organised with how I track and separate business and personal finances which has helped to make things far clearer.
My net worth has increased while working with Steve and I am continuing with ongoing coaching as the accountability, support and guidance that he offers are exceptionally valuable to me.
I would recommend Steve’s services to anyone who wants to have a better financial future.
– Starr M.
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
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
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.
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.