Steve is a Chartered Financial Analyst® and licensed Portfolio Manager with nearly 40 years of practical experience in the investment industry. He believes that a disciplined multi-asset approach to constructing and maintaining portfolios, combining both passive and active management strategies, allows him to provide our high net worth clients with a personalized approach. His number one priority is to assist his clients and their families to consistently build their net worth over the long term.
Steve earned his BA in Economics from UBC in 1983 and successfully completed the Canadian Securities Course in 1982. Early in his career, he trained and worked as an institutional representative and equity analyst where he served many of Western Canada’s largest pension fund managers and investment counselors. In 1989, he earned the Chartered Financial Analyst designation (CFA®); the highest level of credentials available in the investment industry. In 1990, he became a licensed equity trader for the Toronto and Vancouver Stock Exchanges. Additionally, he holds a Stock Options and Derivative license.
Steve is a regular host of the daily Bokor in the Morning podcast series and Your Money on Chek News each Friday.
