Steve Trakas, CIM, DMS
Portfolio Manager, Investment Advisor
Steve has been in the investment business since 1997 and has gained experience in a variety of roles during this time. He spent several years as a Research Analyst at T.E. Investment Counsel where he was part of a team that managed approximately $1.4 Billion in assets. Steve’s duties included Investment Research and the construction of Investment Policy Statements for private clients and institutions.
During his career he has had the pleasure of working with corporations, pension funds and many of Canada’s top executives and business owners to manage their risk and achieve their investing goals.
Steve holds both the Canadian Investment Manager & Derivative Market Specialist designations.