Two Investment Guys

Why Us?

We bring together a team of experts to help you achieve your goals. With over 70 years of combined financial experience, the Steven & Bernier Team will help you achieve peace of mind by providing trusted advice and personalized solutions to meet your financial goals.

  

The single most important conclusion we‘ve made from these observations is this:

“Past portfolio mistakes won’t fix themselves.  Don’t live with regret.  Contact us today for the fix.”

Our team of experts include:

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Grant Steven, FMA, FCSI

Associate Director, Wealth Advisor

For more than 25 years, Grant has provided clarity and financial comfort to his clients giving them a secure and prosperous retirement.

He has obtained the Financial Management Advisor (FMA) designation and was awarded the distinction of the Fellow of the Canadian Securities Institute (FCSI).  Grant also holds a Level II Life Insurance license.

On a personal side, Grant lives in Kelowna with his wife, Andrea and two children, Sidney and Mitchell.  Grant and family enjoy the many outdoor activities that living in Kelowna offers, including golf and skiing. 

“Intaxication is the euphoria at getting a tax refund from CRA which lasts until you realize it was your money to begin with!”
– Grant Steven

Direct Line: 250-868-5515               
Email: grant_steven@scotiamcleod.com

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Kris Bernier, CFP

Wealth Advisor

For over 28 years, Kris has been providing trusted advice and insightful financial solutions to his clients and their families.

He has obtained the Certified Financial Planner designation, one of the most prestigious designations in the investment industry.  He also holds a Level II Life Insurance license.

Kris lives in Kelowna with his wife, Carrie, and their two boys, Matt and Mike.  He is actively involved in the community and has been an active supporter of the United Way of the Central Okanagan.  Kris and his family keep busy together enjoying golf, skiing, fly fishing, hiking and camping.

“Inflation is when you pay $20 for the $15 haircut you use to get for $10 when you had hair!”
– Kris Bernier

Direct Line: 250-868-5507               
Email: kris_bernier@scotiamcleod.com
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Judy Tidball

Administrative Associate

Judy has over 20 years of investment experience with ScotiaMcLeod.  She has completed many industry courses including the Canadian Securities course and the Professional Financial Planning course.

Judy was born in the south Okanagan and has lived in Kelowna for over 30 years. She actively enjoys the outdoors, spending time in her garden and hiking the local trails with her dogs.

“Budgeting is the mathematical confirmation of your suspicions!”
– Judy Tidball

Direct Line: 250-868-5516             
Email: judy_tidball@scotiamcleod.com
Jamie Wilson

Insurance Consultant, ScotiaMcLeod Financial Services Inc.

Jamie has a wide range of business experience, both within and outside the financial services
industry. Jamie joined ScotiaMcLeod insurance team in 2003, but began working in the financial services industry in 2001, including two years experience as an independent advisor at a major financial services firm.

Jamie provides tax and estate planning strategies to help our clients meet specific goals for building, preserving and protecting their wealth.

Kathy Kushner

Senior Financial Planning Consultant, Scotia Private Client Group

Kathy has extensive experience in providing financial planning advice to clients with complex and sophisticated needs and goals. Kathy is a graduate of the University of Toronto with a degree in International Relations.  She holds the Certified Financial Planner designation and the Personal Financial Planning designation. Kathy is an active member of Advocis – the Financial Advisors Association.

Using a disciplined planning process, Kathy works with Grant and Kris to develop a highly customized financial plan for you. She will also explore all relevant financial, retirement, tax, will and estate strategies.