Steve Whitford

Coordonnées du contact

>  Courriellez-moi
T :        604.643.7704
TC :     604.643.7625
SF :  1.800.663.1899  

Adresse  

P.O. Box 10337
Pacific Centre
Suite 2200
609 Granville Street
Vancouver, BC 
V7Y 1H2

 

 

Investment Advisor

Endroit: Vancouver

My Business

I provide my clients with a full range of advice and services in financial planning including personal retirement planning (RRSPs and RIFs), education planning (RESPs), Tax Free Savings Accounts (TFSAs), life insurance, disability insurance, stocks, exchange traded funds (ETFs), fixed income (bonds), options trading, and fee based accounts. I specialize in all types of investments, from speculative resource stocks to conservative mutual funds.
Canaccord’s website allows you secured online access to all of your accounts at http://www.canaccord.com

My Clients are My Priority

The services I offer are extensive, but the financial plans I put together are very specific for each client. You will always receive a personally tailored financial plan with your best interests as the primary priority. Together we can develop a plan that encompasses all of your goals and keeps your investment risk at a comfortable level. Risk is an integral part of investing and financial planning, how risk is managed is crucial to the success of your plan.

Myself

I started my career as an investment advisor in 1993 at Georgia Pacific Securities, and I have continued to advance my education and knowledge in this business over the past 19 years. I joined Canaccord Wealth Management in May 2012 and I now work with a three person team to assist my clients with all of their financial needs.
My education consists of a Bachelor of Arts in Economics degree from UBC in 1989, the two year Certified Investment Management (CIM) program in 1996, the Professional Financial Planners (PFP) Course in 2001, and the Life Licencing Qualification Examinations (insurance) in February 2007.
I live with my wife and 3 year old son near Granville Island in Vancouver, BC.