Steve Whitford

Many people find investing and Financial Planning confusing and even overwhelming.  I pride myself as a solutions provider and a problem solver, and I enjoy helping clients create a clear and understandable process for their retirement planning and investing needs.  Our team is committed to work with each client to understand their life and their goals, and together develop a long-term financial plan and investment plan that encompasses all our client’s goals.

Our highly experienced team of nine also provides our clients with a wide range of advice and services in RRSP, RRIF, & TFSA investing, and general trading of blue chip & speculative stocks, fixed income, and ETFs.  I am also insurance licensed with Canaccord Genuity Wealth & Estate Planning Services, so I can assist clients in protecting their families, livelihoods, and financial obligations with insurance solutions.  We can also recommend experienced professionals to assist our clients with their tax accounting, estate planning, mortgage needs, and legal matters.

I have more than 25 years of experience as an Investment Advisor, and joined Canaccord Genuity in 2012.  My credentials consist of the Chartered Investment Manager (CIM) designation, the Professional Financial Planning course, and a Bachelor of Arts in Economics from UBC in 1989.

I live with my wife, son, and yellow Labrador retriever in Vancouver, Canada.  I am an avid Vancouver Canucks hockey supporter and sports fan in general, and love to play golf.

Contact:
I support these types of investment needs:

• Holistic Wealth Management
• Wealth Creation
• Comprehensive Financial Planning
• Managed Portfolio Solutions

swhitford@cgf.com
604.643.7704
800.663.1899 (Toll Free Canada)
800.663.8061 (Toll Free US)
Fax: 604.643.7606
https://www.linkedin.com/in/steve-whitford/

• Vancouver