Meet Our Team
In March 1984, Steve returned to Salmon Arm and joined Manulife Financial as a life insurance representative. In 1998 he created S almon A rm F inancial L td. which has grown into a full service financial planning company. Steve specializes in Corporate, Individual Estate and Succession Planning. Along with his expertise in complete financial and estate plans, he also works with Charitable Giving Plans. He is a creative individual who uses financial products and tax laws to generate substantial tax savings strategies for his clients.
Steve uses a simple philosophy; "Find out what is important and recommend the products that match."
When Steve is not working he enjoys contributing back to the community where he was born and raised, through many hours of volunteer work for all types of organizations - especially those pertaining to recreation.
Disclaimer: The information contained herein is for BC residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.