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yourCFO Advisory Group Inc. and
yourCFO Wealth Management Inc.
27 Kingsway Blvd.
Grimsby, ON L3M 3E4
905-870-6887
905-945-8879
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Steve Geraedts, B.Econ., CFP
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| Senior Investment Advisor |
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sgeraedts@yourCFOinc.com
Steve has been an investment and planning advisor since 1989 and received his Certified Financial Planner designation in 1996.
Steve specializes in managing high net worth portfolios with a focus on absolute returns and preservation of capital. He assists professionals and business owners with structuring their affairs more tax effectively. Steve will often work with the client's other professional relationships, such as accountants and lawyers, to provide solutions to enhance and preserve his client's wealth through estate planning.
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