Steve Roeske, CMA

Financial Advisor

With over 30 years of experience in the Financial Services industry in both the public and private sectors, it is an unprecedented passion for finance and investing that are at the heart of Steve's ongoing commitment to serving the best interest of his clients.

Whether in his role at Canada's Privy Council Office where his financial responsibilities included the Office of the Prime Minister, or providing guidance to clients, Steve has built a reputation for giving the right advice at the right time, so that you will be in a position to make the best decisions regarding your financial future.

Steve's qualifications are not just tied to his time in the industry, but are reflected in his ongoing commitment to build upon an already solid knowledge foundation that includes a Certified Management Accounting designation, diplomas in both Business Administration and Financial Management, the completion of the Canadian Securities Course and, the attainment of his Life License in 2010.

Naturally drawn to things from the past, including coins, trains and even hand tools, and how they were used back when, this historic perspective gives Steve an appreciation for what was, an understanding for what is and, a vision for what is possible in the future.
 
"Tradition is not to preserve the ashes, but to pass on the flame" - Gustav Mahler

 

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.