About
Hi, I'm Steven.
I'm a finance partner for founders, based in Calgary.
Background
I studied finance and economics at Mount Royal University, then spent five years as a manager within a fast-growing Calgary business. I worked closely alongside its founder and saw how their passion drove the business forward. That's when I knew I wanted to work with people like that full time.
After that I spent two years in wealth management and financial planning, helping people build plans for their own money.
My work now brings the two together. A founder doesn't have separate business and personal finances. They have one life, and I help plan for all of it.
- Education
- BBA, majors in finance and economics, Mount Royal University
- Business
- 5 years as a manager in a fast-growing Calgary business
- Personal
- 2 years in wealth management and financial planning
Why founders
The founders I work with have a rare mix of passion and skill for what they're building. That's the part nobody else can do. My role is to support them in it, keeping the finances clear and steady so they can put their full energy into the work they're uniquely gifted for.
How I work
Plain language, always
If I use a term, I'll explain it. No acronym walls.
No judgment
Wherever your numbers are today is where we start.
The whole picture
Your company and your household, planned together.
Where I am
Based in Calgary, Alberta. I love connecting with people face to face, so wherever I can, I'd rather meet in person. For founders outside Calgary, we work by video.
Watch
Start with a conversation.
20 minutes to hear your story and see if we're a good fit.
Book an intro callSteven