Steve Carriere, Financial Advisor

Focus Areas

  • Sustainable Investing
  • Special needs financial considerations
  • Business owner considerations
  • Intergenerational planning
  • Business retirement plans
  • Retirement income strategies

About Steve

At our branch, we have created an environment that aligns with our three core values:

1. Collaboration
2. Affecting positive change
3. Exceptional client service 

Whether you are an individual investor or a business owner, I will provide you with sound advice and guidance so that you can accomplish the goals that are meaningful to you. We take pride in helping you and your family achieve the lifestyle and retirement you deserve.

When you enter our branch, you will be warmly greeted by our Client Experience Specialist, Tracy Sutherland.

Your goals and challenges are as unique as you are, and we are here to help. We take the...

Work History

  • Edward JonesSeptember 2015 to Current

Personal Interests

  • Spending Time with Family
  • Sustainability
  • Gardening
  • Car Restoration
  • Outdoor Enthusiast

Team Members

  • Tracy Sutherland
    Client Experience Specialist

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More