Doug Steinburg, CFP

Doug Steinburg, CFP

Sales Manager, Investment & Retirement Planners

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location of Doug Steinburg, CFPLondon, Ontario, Canada

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  • Timeline

  • About me

    Associate Consultant, Davies & Mahnke Private Wealth Management

  • Education

    • Wilfrid Laurier University

      1980 - 1984
      Bachelor of Business Administration (BBA)

      Honours Bachelor of Business Administration degree

  • Experience

    • RBC Royal Bank

      Feb 1999 - Feb 2002
      Sales Manager, Investment & Retirement Planners

      Recruiting, training, coaching, and managing a region of Financial Planners for a major financial institution located in 2 Atlantic Provinces.

    • RBC Wealth Management

      Feb 2002 - Jan 2004
      Investment & Retirement Planner

      Investment and Financial Planning

    • IG Wealth Management

      Dec 2004 - now
      Associate Consultant, Davies & Mahnke Private Wealth Management

      Investors Group Financial Services Inc. Investments & Personal Insurance, Financial Planning, Tax Planning, Estate Planning, Risk Management, Cash Flow Management.With over 30 years in the financial services industry, Doug began his career in management at a major Canadian bank after earning an Honours BBA degree from Wilfred Laurier University. Doug went on to receive the designation of Fellow, Institute of Canadian Bankers (FICB), and in 1998, he achieved his Certified Financial Planner designation. Doug has been providing financial planning services since joining IG Wealth Mangement in 2004. In 2009, Doug joined Davies & Mahnke Private Wealth Management as an Associate Consultant. Doug lives in London with his wife, Neave, and his sons, Nicholas and Justin. Doug is an active member of the community as a volunteer and previous board member for local charities. Show less

    • Mission Services London

      Jan 2007 - Jan 2013
      Board Member
  • Licenses & Certifications

    • Fellow, Institute of Canadian Bankers (FICB)

    • Life License Qualification Program (LLQP)

    • Certified Financial Planner (CFP) designation

      FP Canada
      View certificate certificate