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P.O. Box 10337
609 Granville Street
Our highly experienced three person team provides our clients with a wide range of advice and services in financial planning and investing. We assist our clients with personal financial planning, retirement planning (RRSPs and RIFs), customized portfolio building, tax free savings accounts (TFSAs), education planning, and general trading of blue chip and speculative stocks, fixed income, and ETFs. I am also insurance licenced, so we can help you with your life insurance, critical illness insurance, and disability insurance needs. And we can recommend experienced professionals to assist you with your home mortgage needs, estate planning*, accounting, and legal matters.
My Clients And Their Individual Goals
Are Our Greatest Priority
Because our team understands that each client has their own unique life and financial goals, we are committed to work with you to fully understand your life and your goals, and then together we can develop a long term financial plan and investment plan that encompasses all of your goals. Each financial plan we prepare is individually tailored to your life and your needs.
About Steve Whitford
I began my career as an Investment Advisor in 1993, and I have continued to advance my experience, education, and knowledge over the past 23 years. I joined Canaccord Genuity Wealth Management in 2012 and I work in a three person team to assist our clients with all of their financial and retirement planning needs. My education consists of a Bachelor of Arts in Economics degree from UBC in 1989, the two year Chartered Investment Manager (CIM) designation in 1996, the Professional Financial Planning course in 2001, and the Life Licensing Qualification Examination (insurance) in February 2007.
I live with my wife and 7 year old son in Vancouver BC.
*Services provided through Canaccord Genuity Wealth & Estate Planning Services Ltd.