Steve Mcbride
STEVE MCBRIDE, BA
Investment Advisor
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 Merrill Lynch. Joining the Echelon Wealth Partners team in 2016 was a conscious decision to be able to meet the innovative demands of my clients. With the merger of Echelon and PI to Ventum Financial this year, I continue to work with a unique, independent wealth management and capital markets firm, by allows 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.
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 sun rise 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.
*Insurance products and services are offered by life insurance licensed advisors through Ventum Insurance Services Corp., a wholly owned subsidiary of Echelon Wealth Partners Inc. This material is provided for general information and is not to be construed as an offer or solicitation for the sale or purchase of life insurance products or securities mentioned herein. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Before acting on any of the above, please seek individual financial advice based on your personal circumstances. Please note that only Echelon Wealth Partners is a member of CIPF and regulated by IIROC; Ventum Insurance Services Corp. is not.
COMMITTED TO SUCCESS
We value the partnership we have with our clients, our employees and our regulators. We see ourselves as partners and that approach has helped us become one of Canada’s leading independent investment dealers.
Ventum Financial Corp. is a licensed broker-dealer operating in all provinces and territories of Canada. We are proud members of the Canadian Investment Regulatory Organization and participate in the Canadian Investor Protection Fund. It is important to note that the content of our website is not intended, and should not be construed, as a solicitation of customers or business in any jurisdiction where we are not registered as a dealer in securities. Our commitment is to operate within the regulatory framework to ensure transparency, protection, and adherence to industry standards.
