Steve Springstead, MBA
Steve has 33 years’ experience as a Wealth Advisor and Portfolio Manager with a large bank-owned investment firm, in addition to acting as an Assistant Branch Manager in the Mississauga/Oakville area.
In these roles, Steve actively coached Investment Advisors, developed and implemented monthly Practice Management sessions, and led his own team to perennial President’s Council and Chairman’s Council qualification.
Steve believes that his career as a top-performing Wealth Advisor, in addition to the many years spent as a coach and manager give him a unique “both sides of the desk” perspective that only he can bring to growing advisory teams.
Focus. Discipline. Action.
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Steve’s coaching centers around an execution-focused team accountability system to achieve meaningful, long-lasting, positive change within teams
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His coaching focuses on growing your practice while helping to future-proof advisory teams to thrive in a changing environment
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Extensive expertise and training in branding, competitive advantage and developing your unique value
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Specialist in change and transitions, specifically succession planning, developing Next Gen clients and using AI to your team’s advantage
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