With over 15 years of experience in the financial services industry, Steven focuses on delivering a broad range of investment, insurance, tax, estate, and wealth management services to individuals and families. Holding a Bachelor of Science degree (Major in Economics) from McMaster University, Steve is a Certified Financial Planner. In addition to the completion of several courses through the Canadian Securities Institute, Steven has received the Financial Management Advisor designation. Steven has achieved the life and accident and sickness insurance accreditation and oversees implementation of all insurance solutions. Along with his spouse and two daughters, Steven and his family are actively involved charitable efforts within the Oakville community. Steven has a strong commitment to fitness training and enjoys running.
You can contact Steven at sclose@gavingroup.ca
