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Steve Kwon

Financial Planner

  • CIM®
  • FCSI®
  • CFP®

"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 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.

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

Market Commentary

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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

Market Outlook Q2 2018

The global economy remained fundamentally strong as we entered 2018. Growth in 2017 was at the fastest pace since 2010 and was broad-based with the U.S, Canada, Europe and China all posting strong gross domestic product (GDP) numbers.

Monthly Perspectives Feb 2018

Fables, Foibles and Bubbles. Things to know to avoid investment troubles.

Fiscal 2017 The NEW Top 10 Tax Checklist

Did you know the total amount of personal income taxes collected by all provincial and territorial governments in Canada combined was about $190 billion dollars? Or that the CRA (excluding Revenu Québec) refunded individual taxpayers more than $25 billion?1 It’s great trivia but what you need to know is that the end of the year is a time to get your tax plan in order, and make sure you start off 2018 on the right foot.

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