BMO Nesbitt Burns
979 Bank Street, 6th Floor
CMA; BSc (Biology), University of Ottawa, Ottawa, Canada
English & French
Customized Financial Solutions for individuals, families and
business. Financial planning for retirement, estate needs and education
Steven is a Professional Accountant by trade and has 8 years
experience as an Investment Advisor and 28 years in the financial
service industry. He articled as an accountant with Coopers and Lybrand
Chartered Accountants in Ottawa from 1979 to 1982.
Steven specializes in tax efficient investing within a financial planning framework.
his leisure time, during the winter, Steven is a member of the Canadian
Ski Patrol System and volunteers at a local ski hill. He is also a Ski
Instructor. During the summer he divides his time between a family
cottage and a racing his sail boat at the Nepean Sailing Club.
is married to Lyn. They have three wonderful daughters, Erin, Alison
and Meaghan ranging in age from 8 to 24 years of age.
Steven is currently accepting new clients.