Although Stephen's work as an advisor has been predominately in the family market, he is giving an increased emphasis to Business Owners and the Mature Market in respect to Employee Benefit Plans, Business Owner Protection Plans and Investment Programs. Retirement and Estate Planning are special areas of interest to him. At York Financial, we often liaison with other professionals (i.e. lawyers, accountants, etc.) to facilitate the financial needs of our clients. Stephen truly works for his client's best interest and particularly enjoys sitting in an informal environment with them to discuss their goals and needs. Stephen has developed a significant client base and provides Province-Wide Service. He travels regularly to outlying areas of the Province. He would be happy to discuss personal insurance or financial issues with you at his office, at your office, or at your home! About York Financial Services At York, our mission is to provide clients with competent advice in selecting the proper financial products to help them reach their goal of financial security. |
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