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Leadership Profile
Private Wealth Counsellor
The confidence to turn hopes into reality
Steve is a dedicated wealth management and financial planning counsellor to high net-worth families. In the course of over 20 years, Steve has helped investors build a strong financial foundation upon which they can create their desired lifestyle and make hopes and dreams a reality. Steve often acts as a sounding board for wealth-related questions his clients may have. He holds a Finance degree from the John Molson School of Business and is a Chartered Investment Manager (CIM). Steve makes numerous charitable commitments within his community, many of them supporting youth-related causes.
Montréal Office
1981 McGill College Ave
Suite 800
Montreal, QC H3A 3T5
Telephone: +1 514 841 8849
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Mercer’s private wealth services in Canada are delivered by Mercer Global Investments Canada Limited.
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