As your financial advisor my goal is truly understand what is important to you and your family, write down and prioritize your financial goals. By using an established process I will partner together with you to keep you on track to achieve your goals throughout your life.
I joined Edwards Jones in 2008 as a Financial Advisor following a 19 year career with a Fortune 500 company as the Director of Information Technology. I share my passion for education and finance with my clients.
My community is important to me and for more than 10 years, I volunteered as a trainer with the Whitby Minor Hockey Association. I also volunteer at the local soup kitchen and support local businesses. In 2008, I received certification in the Canadian Securities Course, the Canadian Insurance Certificate (full LLQP) as well as my Wealth Management Essentials Certificate.
I enjoy living in the Durham Region with my wife and children, who are pursuing careers of their own in nursing, welding and accounting. I also enjoy skiing, performing home renovations, new technology and traveling.
My Personal Interests
- Spending Time with Family
Phone NumberSteven Case at (905) 725-4142
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