Steve Carter RRC, CFP, BA (Econ)

Executive Financial Consultant

Steve began his career with IG Wealth Management in 1989 after graduating from Wilfrid Laurier University with a degree in Economics. Steve is a CERTIFIED FINANCIAL PLANNER® (CFP) professional and takes great pride in creating in-depth customized wealth management solutions for affluent and high net worth clients. Steve has the ability of making complex scenarios easy to understand and provides clients with a sense of confidence and clarity when it comes to their financial future.

Steve has the love and support of his wife Stephanie and four children, Braxton, Chase, Logan and Paige, and they currently reside in Kitchener. Steve has worked in the tri city area for his entire career.

When Steve isn’t hard at work with clients you will find him involved in the community working with Samaritan’s Purse and coaching hockey. He is an avid golfer and involved in his children’s many sport activities.