Steven had received his Bachelor of Commerce at the Sauder School of Business at UBC where is specialized in finance.
Before entering the financial services industry is 2009, Steven worked as a general insurance advisor for Coast Capital Savings Credit Union for five years. He began his career as a financial advisor with Sun Life Financial in 2009, where he received industry leading sales training. At Sun Life Financial, Steven was recognized as one of the top young advisors, as he received sales rewards and qualified for sales conferences.
As the demand to provide clients with more financial options, Steven made a switch from a Sun Life Advisor to an Individual Broker in 2010. Steven is working towards his certified financial Planners Designation, and is committed to developing his professional skills throughout his career.
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