Steve performs direct equity and option orders; advises clients on trading, timing strategies and other market related topics; and assists me in picking exit and entry points and timing stock or portfolio changes. He also performs administrative duties such as account opening, sending wires and other services that keep our busy clients well attended.
He started his career in 1997 working in the retail trading department of a bank-owned securities dealer. He has been an Associate Investment Advisor and Equities Trader at various firms, and has been working full-time with me since 2005. Steve earned his B.Comm. from the University of Windsor, is a fully qualified Investment Advisor in his own right, holds his Options and Technical Analysis Courses, and is a registered Equities Trader with the TSX and TSX Venture Exchanges. He is married and has two young daughters.