Skip to main content

Steve Kwon

Financial Planner

  • CFP®
  • CIM®
  • FCSI®

"Building your financial future – together"

I have been working in the financial services industry since 2009, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.

I hold a Honours Bachelor of Arts degree in International Development Studies from the University of Toronto.

I also hold the Certified Financial Planner® designation conferred by the Financial Planning Standards Council.

I look forward to working with you.

ADDITIONAL CONTACT

Fax: (403) 294-4705

Available at 1 other location(s)

LANGUAGES

English, Korean

EDUCATION

HBA - University of Toronto

Your goals are what matter to us, not how much you make.

You deserve better than 5 minute meetings and plans that don't reflect your goals. At TD Wealth, we believe that the most important element in your financial plan is you. That's why we actually take the time to get to know who you truly are and your priorities before we review your numbers.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

Monthly Perspectives September 2017

For the previous issue of Monthly Perspectives entitled "Rateshock" we sat down with three leading fixed income portfolio managers to get their views on the current state of fixed income markets.

Financial Blind Spots - May 2017

Behavioural Finance: People can learn to be smarter with money when they understand how their actions may be sabotaging their investing decisions.

Monthly Perspectives - October 2017

For the previous issue of Monthly Perspectives entitled "Rateshock" we sat down with three leading fixed income portfolio managers to get their views on the current

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Do you know someone who would benefit from my services?