Steve received his Bachelor of Business Administration (BBA) from Simon Fraser University in 1989 and his Master of Business Administration (MBA) in 1990 from EU Business School, a private business school headquartered in Switzerland.
From 1992 to 1996, Steve worked with David Shymko of Macdonald, Shymko & Company Ltd. – a fee-only financial planning firm. Here he learned the art of financial planning. During those years, Steve obtained his professional financial planning credentials – the Registered Financial Planner (R.F.P.) in 1995, and the Certified Financial Planner (CFP) in 1996.
Steve joined Stan Clark at the Park Place office of CIBC Wood Gundy in 1998. For ten years, he worked designing and managing customized family stock and bond portfolios in addition to his financial planning responsibilities. In 2005 he obtained his Canadian Investment Manager (CIM) designation. In July 2008, Steve joined Robert Wells at the Kerrisdale office of CIBC Wood Gundy.
In August 2010, Steve joined the portfolio management firm of Lycos Asset Management Inc. where he works with about 23 families.
Steve teaches at BCIT the course FMGT 4620 (Security Fundamentals).
November 2000 "Financial Planning for Snowbirds."ISBN 1-55141-305-1. CCH Canadian Ltd, 288 pgs