Marine Drive & Lynn Valley branches
"Having worked with clients from a wide variety of backgrounds and disciplines, my approach is very simple: be genuine. I find that when there is an open line of communication between client and advisor, there is a mutual understanding which leads to greater accomplishments together."
Steven has been working with business professionals on the North Shore for the past ten years and knows what it takes to build and maintain great relationships. He is a diligent, passionate and understanding Business Advisor who loves getting to know his clients and hearing what has led them to their success.
“My experience has taught me that delivering a high level of customer service & professionalism creates the best relationships. I strive to understand my clients and their endeavors so that we can work together to find the optimal solution that best suits their needs.”
Steven will take the time to thoroughly understand your unique operation and then recommend comprehensive and customized business solutions designed to address your company’s requirements, goals, and financial situation — whether you are a home-based business or a company with extensive operations and numerous employees.
If you are looking to move your company to the next level in growth, or anticipating selling or winding down your business, Steven will provide a high level of knowledge and sound advice to help achieve your goals.
As a business advisor, Steven is also able to draw upon a strong team of specialists to take care of such matters as succession planning, key person insurance†, leasing, acquisitions, property development and more.