The Steven King Group
Steven King CFP®
Wealth Planner
Regina, Saskatchewan
About Steven
Steven has spent the last 40 years helping people make great decisions with their money. He attained his Certified Financial Planner (CFP) designation in 2001 and has extensive experience working with both clients and other financial advisors. As your Wealth Planner, Steven focuses on ensuring you have accurate and thorough information and provide guidance in the decisions you make, ensuring all relevant factors are considered. Factors like taxation, risk planning, estate planning and cash flow all need to be balanced based on your individual objectives. The plan these discussions create form the basis of your working relationship with Steven and provide him with the necessary information to ensure that he is providing the most relevant solutions. Steven’s background in banking, business and advisory services has provided a depth of knowledge and experience which he humbly and happily shares.
Optimize's Approach to Wealth Management
The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.
For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.
The cornerstone of the Steven King Group’s service rests in effectively matching clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. They measure their success by how well they have helped clients achieve their specific financial planning goals and objectives.
Steven provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. Adam Newsome and Sameer Amin are the Portfolio Manager and Associate Portfolio Manager who advise and manage client investment accounts, while Steven helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning, estate planning, or insurance*.
*Insurance is only offered through a licensed Individual at Optimize to residents of Ontario, British Columbia, Alberta, and Manitoba.
Please know that Steven King is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registerable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.
Contact
steve.king@optimize.ca
306-551-5300
306-352-9226
Office Location
Steven's Wealth Management Team
Adam Newsome
Portfolio Manager
Sameer Amin
Associate Portfolio Manager