Senior Financial Consultant
BA (Econ), CFP, RRC, CEA
Steve is a Certified Financial Planner and also has designations of Certified Executor Advisor and Registered Retirement Consultant. After graduating from Laurentian University with a Bachelor Degree in Economics, he pursued “The Grand Diplome “ from the Cordon Bleu School of Cooking in Paris France. Shortly after returning to Canada he joined Investors Group and is now entering his 25th year with the company.
When Steve entered the financial industry many of his friends and family became clients and have remained with him to this day. Because of this, he has lived with them through the years of buying their first home, getting married, having children, planning for children’s education, getting divorced, surviving critical illness and now doing retirement and estate planning. Being part of the “sandwich generation”, that is having dependent children and aging parents, he is focused on helping clients put their financial affairs in order for every generation.
B. Admin, CHS
Rosina joined Investors Group in 2005 coming from a banking background. Rosina plays an instrumental role in client servicing and business operations and has her certified health insurance specialist designation (CHS) as well as her Business Administration Diploma from Cambrian College. Her 12 years of experience at Investors Group provides her with in depth knowledge of banking, mortgage planning, insurance and investing. She constantly seeks to improve the experience of clients and plays an essential supporting role with a strong focus on organization and systems. She schedules and confirms appointments, assists with day-to day office functions and works directly with clients to ensure a memorable service experience. As the point person for all clients, Rosina is extremely effective in answering questions and updating client profiles.
A properly structured estate plan ensures your legacy matters.
With estate planning, the reality is you’ll need to make difficult decisions. I can help set up a properly structured estate plan that takes into account you, your family and their future.
A comprehensive financial plan can help you get more out of your money so you can get more out of life.
– Invest in Life
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