Steve Downey, Pfp, Qafp
About Steve Downey, Pfp, Qafp
Steve Downey is a Division Director at IG Wealth Management in Sussex, New Brunswick, with over 30 years of experience in the financial industry. He specializes in personalized financial planning and building long-term client relationships.
Work at IG Wealth Management
Steve Downey has been serving as Division Director at IG Wealth Management since 2020. In this role, he focuses on building long-term relationships with clients and providing personalized financial planning solutions. His experience in this position allows him to create synchronized and tailored financial plans that simplify decision-making for clients. Prior to his current role, he worked as a Consultant at IG Wealth Management from 2015 to 2020.
Previous Experience in Financial Services
Before joining IG Wealth Management, Steve Downey held the position of Senior Financial Advisor at Scotiabank from 2009 to 2015. His career in financial services began at Investors Group Financial Services Inc., where he worked as a Consultant from 2007 to 2009. This extensive experience in various roles within the financial industry has equipped him with a comprehensive understanding of client needs.
Education and Expertise
Steve Downey studied Business Administration at New Brunswick Community College (NBCC) from 1997 to 1999. His educational background, combined with over 30 years of family experience in the financial industry, emphasizes a client-focused approach. He specializes in designing financial plans for retirees, business owners, and professionals, ensuring that each plan meets the unique needs of his clients.
Client Relationship Focus
Steve Downey emphasizes building long-term relationships with clients to provide thoughtful and caring financial solutions. He advocates for personalized financial planning, which allows him to address the specific needs of each client. His approach is centered on understanding individual circumstances and delivering tailored financial strategies.