With over 20 years experience in financial services, bookkeeping and accounting, Steven strives to ensure each client has the information that will provide them with the ability to mitigate their taxes and have a plan that allows for them to achieve their business and personal goals. He does this by understanding the concepts available to his clients and has specialists in each area, who are seasoned experts, to make sure the details are taken care of.
Steven specializes in presenting and opening the Registered Disability Savings Plan (RDSP), helping families obtain up to $70,000 in grants and $20,000 in bonds.
Steven acquired a Business Administration diploma and completed accountancy courses while working in various accounting positions, including Chief Financial Officer for a major retail franchisee, before going solo in 2011. With a blended family that includes eight children, Steven proudly displays an entrepreneurial attitude evident in many Alberta business owners. True to his community roots, Steven volunteered for over 6 years on the McKenzie Towne Resident’s Association Board. Steven is also a dedicated plasma donor for Canadian Blood Services.
Looking to a bright future, Steven wants to share his hard earned business knowledge. Working with his clients and their families to organize their financials, restores his client’s sense of control and peace of mind. Teaching someone how to crawl, walk and then run with their business gives him a personal satisfaction like no other.