Liam is a Client Service Associate on the Steele Wealth Management team, focusing on building strong client relationships. He provides administrative functions, sits on the investment management committee, and uses his analytical skills in the preparation of client’s periodic financial reviews.
Having graduated from the Financial Planning Program at Conestoga College, Liam brings a solid foundation of financial planning knowledge and has recently passed the Certified Financial Planner (CFP) exam.
In addition to his financial planning certifications, Liam is also a Registered Representative (RR) able to advise on and trade Canadian securities. He is currently pursing U.S. securities licensing and is well positioned to contribute and grow with the Steele Wealth Management team.
In his free time, Liam enjoys travelling to new places, socializing with friends and family, and watching a good movie.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.