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STEVEN CONVILLE, MBA, CFP, CIM, FCSI

Vice President, Portfolio Manager, Investment Advisor

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Steven Conville, MBA, CFP, CIM, FCSI — VP, Portfolio Manager, Investment Advisor

Protecting and enhancing your wealth

I build well-diversified portfolios and help clients to minimize the role of emotion in investing. I also help people to understand their assets and the economic and global factors that influence them.

I have the experience, knowledge and insight to provide confident financial leadership and service excellence that results in long-standing, successful relationships.

An area of particular focus for me is serving the unique needs of professional athletes, actors and entertainers, and advising them to make wise financial choices.

Our vision

Believing the best way to make money is not to lose it, I provide tangible solutions to the problems faced by entrepreneurs, business professionals, professional athletes and entertainers. Through changing market cycles and life situations, I have developed long-lasting relationships with my diverse clientele through successful long-term portfolio strategies.

Introducing the Macquarie Circle of Benefits

Gain access to preferred rates on mortgages and foreign currency transfers. Click here for more information.

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Macquarie’s global market commentary. Read now.

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.