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portrait of Steven Case
FINANCIAL ADVISOR

Steven Case

1405 Bloor Street, Suite 208, Courtice, ON L1E 0A1opens in a new window
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About Steven

As your financial advisor, my goal is to truly understand what is important to you and your family so that we can identify and prioritize your financial goals. Once, we've determined where you are today and where you'd like to be tomorrow, we'll work together to create a personalized financial strategy to help you achieve your goals. And I'll partner with you throughout your life, to help ensure you stay on track regardless of what life may bring your way.

I joined Edwards Jones in 2008 as a financial advisor following a 19 year career with a Fortune 500 company as...

Focus Areas

  • Wealth strategies
  • Estate and legacy strategies
  • Retirement savings strategies
  • Retirement income strategies
  • Education savings strategies
  • Employee stock options

Work History

  • Edward JonesSeptember 2008 to Current

Education

  • Ryerson Polytec InstituteBachelor of Engineering

Personal Interests

  • Traveling
  • Spending Time with Family
  • Skiing
  • Movies & Entertainment
  • Electronics

Team Members

  • Victoria Nash
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Phone

(905) 725-4142

Fax

(877) 756-5452

Office Address

1405 Bloor Street
Suite 208
Courtice, ON L1E 0A1opens in a new window

More to explore

My priorities

What are your priorities?

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

Take the quiz

Setting your path

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

Learn More