About TRIO

Stephen B. Cock, B.A. (Hons), CFP
Certified Financial PlannerĀ®

Stephen B. Cock

Steve is a graduate of the University of Cape Town, and was a high school mathematics teacher before moving to the financial services sector in 1997. In 1998 he began developing financial plans for retirement, initially as a para-planner, and from 1999 constructing investment portfolios for clients. Steve has been recognised since August 2001 as a Certified Financial Planner professional in good standing with the FPSC®, the Financial Planning Standards Council of Canada. Steve is a Certified Financial Planner and is registered to offer mutual funds in the provinces of ON and QC. In 2011 Steve and his long time colleagues Todd Thompson and Vickie Snow became financial advisors with MGI Financial Inc. (now Desjardins Financial Security Investments Inc.)

Steve provides personalized service to clients to help ensure they will have a financially secure retirement. He works with clients in the development and ongoing monitoring of their financial plans to ensure that they are on track and will position clients for financial security. Together they create and maintain investment portfolios that will sustain retirement income throughout retirement. Helping clients achieve their investment, tax planning and estate planning goals is Steve's paramount objective.

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Mutual funds are distributed through Desjardins Financial Security Investments Inc.

 


 

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