Videos, podcasts, news updates and more. You’ll find we like to keep our clients and friends informed about what’s happening in the world and how it may impact the markets, financial plans and portfolios. There is a lot of excellent information here, but if you have a question that isn’t answered here or via our FAQ page, just drop a line or give us a call. Someone will be happy to assist.
Upon completion of his BA Economics at McMaster in 1986, Steve’s career began more than three decades ago – in the very early days of discount brokerage. He was fortunate to join that facet of financial services during its infancy stage, and to be a key player in driving the implementation of technology and service standards to build the foundation that discount brokerage in Canada continued to grow on.
Steve joined WLWP in 2019, and before that spent 15 years Steve working closely with Investment Advisors across the country to help them develop and maintain a focus on investment management while sharing his ethos of “just doing the right thing” for clients. Steve is passionate about the critical importance of embracing a logic-based approach to investment decisions; never allowing undue influence from emotion or media, instead concentrating on long-term results.
You can expect financial education straight to your inbox, plus invites to exclusive events & webinars.