He provides a highly personalized approach to insurance planning by getting familiar with his client’s various relationships through fact finding and an understanding of their personal goals. Steven started out in the Life Insurance business with Sunlife Financial in 1993 and has patiently developed strong relationships with various insurance companies. His strength is working with small business owners and Professionals.
He has been an associate at Creative Planning Financial Group since 2001.
Being independent and not owned by an insurance company or bank, we’re able to leverage long-standing relationships with insurance and investment companies, always maintaining the position as your advocate.