Steven J. CoffeyCFP®

Wealth Advisor

Born and raised in Owen Sound, Steven enjoys spending quality time with his wife and two boys. As a lover of golf, fishing and hockey, Steven likes participating in sports and outdoor recreation. At the office, Steven specializes in helping his clients understand the investment planning process. Holding the industry’s “gold standard” Certified Financial Planner (CFP®) designation, he believes that each client should feel empowered and engaged to live their financial dreams through effective wealth management strategies.


Insurance products available through Steven J. Coffey.