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July 2023 by Jamie LeBlanc
Steve has been a great co-pilot in my journey of Becoming My Own Banker. He is very knowledgeable in the concepts of Infinite Banking and designing a Whole Life Dividend Paying policy to best suit my needs. Our journey is only a few months old, but our wheels are off the ground and the sky is the limit on where we go from here. Looking forward to working with Steve and his crew to help meet our family's financial goals.
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February 2023 by Tim Dittmer
I have known Steve for many years. His approach to helping people with their finances is unique. Unlike traditional "Financial Advisors" he takes a holistic approach, looking at the bigger picture.Steve is very personable, up-front and very detail-oriented, exploring all options and finding a personalized strategy that has the best chance of succeeding.
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December 2021 by Stephanie MacDonnell
Steve cares deeply about his clients and continues to fight for them.
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December 2019 by Ashley Urquhart
I met Steve at a networking BBQ and he mentioned investing a small amount of money with environmentally friendly and socially responsible companies. I thought it would definitely be worth exploring. What happened next changed my entire perspective about money. Steve and Wendy decided to show me the One Number Solution program. I was skeptical at first, thinking I had an excellent budget plan already, so why should I spend a significant amount of money on a program to have someone produce the same budget I was already using. After Steve and Wendy told me about the successes their clients have achieved, I decided to give it a shot. I went into my first meeting blind, unsure of what I was getting myself into. I really wanted to change my financial position and thought, why not give this a chance… and boy I’m glad I did. I was instantly put at ease in our initial meeting… Steve was not there to judge me and my spending habits nor he didn’t make me feel incompetent with my financial management up to that point. He only pointed out that I needed a little change in my perspective towards money. Since that meeting, my life has changed. I have more money in my bank account than ever before, I forget when it is payday and I no longer get anxious thinking about money and my financial position… and it was so easy to implement with Steve’s guidance and support throughout the entire process. I highly recommend Steve and the One Number Solution.
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December 2019 by Gabriel Roy
Steve is a very personable and professional financial advisor. He has the knowledge and tools necessary to help you build a personalized strategy to plan for your future. I highly recommend The Financial Engineer!
