Bob Steven, CFP, CSA is a Certified Financial Planner and Certified Senior Advisor living and working in the Newmarket, Ontario, Canada area. I am a  successful financial planner, with a successful practice, and several years experience preparing clients for retirement.

I meet with clients at my office in the Richmond Hill area, or in their homes in the Greater Toronto Area.

I have developed several unique strategies that can substantially increase the net worth of clients who are 5 to 15 years from retirement.

One of these strategies is the FIT (Fund Investment Tracking) system, which I have successfully utilized with clients for the past five years.

I specialize in investment planning and advanced tax planning for individuals.