Steven brings extensive experience in capital markets and mergers and acquisitions to the SWAN Wealth Management team, equipping him with deep expertise in valuation methodologies, deal structuring, and relationship management.

While earning his Finance degree at Okanagan College, Steven demonstrated initiative and leadership by founding the Okanagan College Student Investment Fund—a student-managed program that successfully raised and now oversees assets exceeding $100,000. Recently, he achieved Canadian licensing and is currently working toward the U.S. equivalent, enabling him to provide comprehensive financial advice to clients across borders.

Steven's background in team sports has honed his collaboration skills and ability to work toward shared goals. Beyond his professional pursuits, Steven is passionate about the outdoors and enjoys skiing, hiking, cycling, and other activities that allow him to embrace fresh air and nature's beauty.