Steven Whyte
CFP®, FMA®
Investment Planning Advisor
About Steven
Steven Whyte is an Investment Planning Advisor who holds a Bachelor of Economics from Carleton University and has earned both the CERTIFIED FINANCIAL PLANNER® designation and the Financial Management Advisor (FMA®) designation.
With more than 30 years of experience advising high-net-worth individuals and families, Steven’s experience includes tax, retirement, estate, philanthropic, and business planning. Throughout his career, he has focused on building trusted relationships and delivering personalized advice tailored to each client's goals and values.
“Never rest on your laurels, you may fall asleep.”
Perspective on Working with Dentists
Having worked extensively with successful professionals, including dentists, Steven understands the unique financial complexities they face. He believes effective financial planning begins with understanding what matters most to clients and creating purposeful strategies that support their long-term objectives.
Education
- CERTIFIED FINANCIAL PLANNER® professional
- Financial Management Advisor (FMA®)