Steve Santoro

Steve Santoro, CFP, H.B.B.A.
Financial Security Advisor
Investment Representative

Direct: 647-802-7726
Office: 416-366-2971 Ext. 7451
Fax: 416-366-7489

steve.santoro@f55f.com *
LinkedIN

I am a Certified Financial Planner (CFP®). This certification is the gold standard in the financial planning industry. Not everyone who refers to themselves as a financial planner is indeed qualified. CFP certification provides assurance that I am committed to internationally-recognized professional standards of competence, ethics and practice as set and enforced in Canada by the Financial Planners Standards Council (FPSC).

I mainly work with professionals and business owners. Our team offers goals- based financial

planning specific to your needs. Working together, we will create a customized financial plan based on your goals that focuses on wealth creation and risk mitigation. This will be accomplished through an integrated planning process.

Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists, I will help you make sense of your options.