Steve Walsh - SFL
Steve Walsh, CPA, C.A.
- Financial Security Advisor
Offering Life, Health, Group Insurance and Investments
I pride myself in being a partner in my clients' financial success. I build relationships based on transparency and trust. Your best financial interests are always what guide me in providing you personalized solutions.
My mission is to provide sound advice and help you achieve your financial security goals by listening to your priorities and aspirations. I help you identify your short and long-term needs and develop a suitable financial security plan.
The values that motivate my commitment to you:
I look forward to you putting me to the test.
I am 100% committed to developing the best financial strategy for you, to being accessible, and to providing top-quality advice and services that are a perfect fit with your needs, in order to:
- Protect you in the event of disability, loss of independence or critical illness
- Plan ahead so you can finance your goals
- Manage your debts
- Determine your financial needs for retirement
- Prepare for your estate settlement plan
I will enjoy working with you through all of life’s changes to guide you in your financial decisions.
I hold a degree in Business and maintain the following designations : Certified Professional Accountant
Financial services and products can be complex and seem to be changing every year. With my commitment to continuing education, I stay on top of my game and can provide you with pertinent, timely advice to guide you with your financial security planning.
Part of managing money involves managing the emotions and expectations of my clients. You’ll find that I’m a good compassionate listener but I will also help you maintain your focus and discipline when it’s required.
Thanks to the support of a dynamic team and the assistance of financial service-related experts, I am able to offer you access to a full range of services and advice on tax and legal issues that will benefit your financial security situation.
While you will be working with me as your financial services professional, there is a team behind me at my financial centre and head office who are dedicated to your success.