Steve Koitsopoulos is an experienced and knowledgeable Wealth Advisor ready to work with you to ensure you and your family’s financial future. Steve has the Professional Financial Planning designation ( PFP®) and is certified to discuss estate planning, insurance and advanced investment strategies.
Steve has worked in the financial industry for over 20 years, joining BMO Bank of Montreal in 2003 and moving to BMO Nesbitt Burns in 2006.
Steve and his team believe that building a trusting personal relationship and creating a financial plan with their clients will help them stay focused and achieve their dreams.
Steve will always listen to his clients concerns, share all information about potential investments, including benefits and risks and treat your financial goals with the same care and interest that he devotes to his own.
In his personal time Steve enjoys many adventures with his spouse Cassandra and their 3 year old son Gray.
Steve looks forward to being your trusted advisor and expert resource as you secure your financial goals.
Andrea has worked for BMO Bank of Montreal for over 19 years as a BMO Financial Planner and Mortgage and Investment Lending Specialist. Andrea graduated from York University with a Degree in Sociology and has the Financial Management Advisor (FMA®) designation from the Canadian Securities Institute.
Andrea grew up in Stouffville and feels fortunate to continue to live and work in such a great community with her husband Darren and son Andrew. Andrea enjoys travelling and skiing with her family in her free time.
Christina has been in the financial services industry for 30 years and as an Investment Representative with The SK Wealth Advisory Group at BMO Nesbitt Burns since 1994. Christina is adept at handling any and all inquiries, from administrative issues to the trading of securities.