Steven Turner - Oakvest Group
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Steven

As one of the founding partners of the Oakvest Group, Steven is fully dedicated to the experience and wealth strategies that the group delivers to their high net worth clients. As a lead investment strategist for the Oakvest Group, he utilizes trend analysis, sector rotation, dynamic asset allocation and risk management tools in order to deliver superior risk-adjusted results. He values service, experience, and trust.

Since starting in the financial services industry in 2001, Steven continues to utilize his Chartered Financial Analyst and Certified Financial Planner designations to design portfolios that best match client’s needs, tax situation and risk tolerance. He has earned the advanced designation of Portfolio Manager, which emphasizes his adherence to the highest standard of care and authorizes him to manage client assets on a discretionary basis.

Steven understands the emotion experienced and how behavioural finance factors into decision making throughout the investment life cycle. He succeeds in enabling client families to mitigate stress and obtain their goals by utilizing the strength of the Oakvest Group combined with professional industry leaders, comprehensive plans and a strong disciplined approach to pension-style asset management.

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