For those of you that don't know me, or know what I do...I wanted to make a brief introduction of myself and services. I have now just recently been able to come on and support our club officially as a Corporate Sponsor. I am a licensed investment advisor who has been in the business for over ten years. Proudly I hold one of my industry’s most trusted designations, the Fellow of the Canadian Securities Institute as well as the Financial Management Advisor Designation. I provide full service advice in portfolio management and derivative strategies for risk reduction. My team provides total wealth management advice and services and we believe in properly balanced and diversified investment portfolios. I have worked through Bear Markets in the past and I continue to advise my clients within the challenging economic times. If you are unsure of your current investment portfolio asset mix or want a second opinion please email me and I will be happy to conduct a review of your portfolio or answer to the best of my ability, your questions or concerns. I'm really happy to be able to support our club. Looking forward to seeing you all this upcoming season. Steve Polonoski.
Hey Steve Thanks for having a look at my investments and then transferring them over yesterday. I honestly had no idea how much i was paying in hidden fees at the last place that was holding my money. I trust you will do better work for me then what i have been geting at the last place. I also know where to find you :wink:
Wooo Hoooo Its been 5 months since i moved my savings & Steve has just surpassed what my last advisor made me in 15 years. I'm actually enjoying the learning experience. I just had to say good job so far
I'll add another good word for Steve. I had to move some funds since I was no longer going to be able to use group management discounts. We have been very pleased with the professionalism of Steve and Lisa during the transaction.
