Address
BMO Nesbitt Burns
360 Oakville Place Drive
2nd Floor
Oakville, ON
L6H 6K8
Map
BMO Nesbitt Burns
920 Southdown Rd.
Mississauga, Ontario
L5J 2Y4
BMO Nesbitt Burns
Milton Mall
55 Ontario St. S.
Milton, Ontario
L9T 2M3
Contact Us
Our Team
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Steve Springstead, MBA, FCSI
Wealth Advisor, Portfolio Manager
Tel: 905-897-5222
Fax: 905-897-5229
Toll Free: 1-800-387-9314
Email: steve.springstead@nbpcd.com
Connect with me on LinkedIn
Steve started in the investment industry with BMO Nesbitt Burns in 1992. His extensive background in financial services includes commercial banking, as well as numerous industry courses and designations including Wealth Advisor and Portfolio Manager. He is also The Springstead Allidina Wealth Team’s leader. Steve holds an MBA in Finance from McMaster University.
Steve believes in providing lifetime trusted financial advice, which allows his clients to focus on the things that are important to them. This had led to developing a unique, holistic approach to wealth management, including investment planning, retirement planning, retirement cashflow planning and estate planning. This helps his clients have the confidence and ability to meet their financial goals and to provide a legacy for their families.
As a team leader, Steve believes in a sound succession plan to ensure clients will always have trusted advice throughout their lifetime. In addition, he has developed a well-defined, written Service Commitment to ensure that his clients are always kept up-to-date on their planning and investments.
Steve loves life in Mississauga, where he lives with his wife Jennifer, and two sons, Sean and Jake.Steve dabbles in numerous sporting activities, loves to travel and has even taken up guitar and photography in recent years!
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Abbas Allidina, CIM, PFP
Investment Advisor, Associate Portfolio Manager
Tel: 905-897-0101
Fax: 905-897-5229
Toll Free: 1-800-387-9314
Email: abbas.allidina@nbpcd.com
Connect with me on LinkedIn
Abbas is a graduate from the University of Waterloo, attaining an Honors Bachelor of Arts in Economics with a specialization in Finance. Abbas has over 8 years of industry experience, most recently as a Financial Planner at BMO Bank of Montreal, advising professionals and families on a wide variety of wealth management strategies. Abbas finished second overall amongst planners in the country both in 2013 and 2014 and was also awarded the Reader’s Choice award for the Best Financial Planner in 2015 by the Burlington Post. He has completed numerous industry courses and holds the Professional Financial Planner (PFP) designation. Abbas joined The Springstead Allidina Wealth Team in 2015.
Abbas takes pride in ensuring the goals of his clients are met, while concurrently educating his clients and keeping them involved in the financial planning process. His focus is on wealth management, specifically investment and retirement planning in order to take his clients to and through retirement, culminating in estate planning. He strongly believes in regular communication to facilitate a transparent partnership.
During his spare time, Abbas enjoys spending time with his wife Fatema, and his two little kids Zaynab and Husayn. He enjoys travelling, the occasional round of golf and is currently playing on a softball league.
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Mia Maaytah
Administrative Assistant
Tel: 289-305-6864
Fax: 905-897-5229
Toll Free: 1-800-387-9314
Email: mia.maaytah@nbpcd.com
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