Steve McBride

Investment Advisor

Steve McBride

“I am distinguished by my patience in waiting for promising stocks to yield returns, and my talent at counselling clients to remain on course with their investment strategies rather than lose faith along with profit potential.”
Steve McBride

The true measure of success for me is helping my clients reach their life-long personal goals, whether that is continually building their wealth, preserving accumulated family wealth or simply investing to meet major life aspirations. I have ensured throughout my three decades in the financial industry to focus on my clients’ needs first.

My entrance into the financial industry started in commercial banking with CIBC before transitioning into private wealth management with Merril Lynch. Joining the Echelon Wealth Partners team in 2016 was a conscious decision to be able to meet the innovative demands of my clients. Echelon is unique, as a preeminent independent wealth management and capital markets firm, by allowing their partner-Advisors to act, think and be independent. It is a truly unique model that allows each Investment Advisor to recommend products and services that meet clients’ needs, instead of just the bottom-line of the company.

Being able to serve my clients without bias towards any product or platform, while offering sophisticated service, support, research resources and access to the insights of some of the industry’s leading experts is the true benefit of an independent Advisor.

My credentials include a B.A. in Social Sciences from the University of Western Ontario, a life insurance license, which gives me the scope to harmonize insurance requests with my clients’ investment strategies and a Professional Financial Planning designation to ensure a holistic approach for all clients.

In my spare time, I love watching the sunrise off the dock of my family legacy-cottage in Haliburton, built by my grandfather in 1915. Through smart wealth management, you can ensure the protection of your family for generations to come as well.

For a financial consultative process with an experienced independent Investment Advisor call me today.