Steve is a member of the institutional sales team of Connor, Clark & Lunn Financial Group, responsible for regions of Ontario and Atlantic Canada. Steve has over 15 years of industry experience having previously worked as a consultant specializing in investment and risk management, a large pension plan running their investment manager program, risk manager for a turn-key investment management firm and also as an actuary at a major Canadian insurer. Steve has held progressive positions within these firms, running a local and national team of actuarial and investment consulting staff while also chairing asset, risk management and marketing groups while in the consulting field. He has worked with clients ranging from pension plans to endowments, foundations, First Nations and also workers compensation boards, and has spoken on a broad array of topics at various industry and company events. Steve has a B.Sc. from Mount Allison University and a B.Ed. from St. Francis Xavier University. He holds the Chartered Financial Analyst (CFA) designation, Chartered Alternative Investment Analyst (CAIA) designation, the Professional Risk Manager (PRM) designation and is a Fellow of the Society of Actuaries (FSA). Steve has served on a couple investment boards and committees for various organizations.
