Member

Steve Bridge

West Vancouver

Money Coaches Canada

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Steve Bridge

Member Bio

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Steve Bridge, CFP®, is an advice-only financial planner and recognized financial literacy expert. Committed to prioritizing clients' best interests, he sells no products, investments, or insurance, eliminating potential conflicts of interest. Inspired by the significant impact of financial literacy on people's lives, Steve shares his insights with organizations seeking to enhance the financial well-being of their staff. Through engaging presentations, he empowers individuals to make informed decisions and build a solid financial foundation. Beyond his financial expertise, Steve is an avid advocate for community service, providing pro bono planning for those in need. As an active member of the Canadian Association of Professional Speakers (CAPS), he continues to contribute to the broader conversation on financial well-being. Outside of his professional endeavours, Steve enjoys discussing budgeting with friends and indulging his passion for running, mountain biking, and hockey with his over-the-hill men's league team.

Steve Bridge, CFP®, is an advice-only financial planner and recognized financial literacy expert. Committed to prioritizing clients' best interests, he sells no products, investments, or insurance, eliminating potential conflicts of interest.

Inspired by the significant impact of financial literacy on people's lives, Steve shares his insights with organizations seeking to enhance the financial well-being of their staff. Through engaging presentations, he empowers individuals to make informed decisions and build a solid financial foundation.

Beyond his financial expertise, Steve is an avid advocate for community service, providing pro bono planning for those in need. As an active member of the Canadian Association of Professional Speakers (CAPS), he continues to contribute to the broader conversation on financial well-being.

Outside of his professional endeavours, Steve enjoys discussing budgeting with friends and indulging his passion for running, mountain biking, and hockey with his over-the-hill men's league team.

Specializations

Estate Planning
Financial Planning
Insurance Planning
Investment Management
Retirement Income Planning
Tax Planning

Designation(s)

CFP (Canada)

Compensation Models

Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based

Professional Associations

No items found.

Education

University

Assets Under Management

Practice Size

26 to 50

Investment License

Provinces Licensed (Investment)

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