
Doug Steinburg, CFP
Sales Manager, Investment & Retirement Planners

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About me
Associate Consultant, Davies & Mahnke Private Wealth Management
Education

Wilfrid Laurier University
1980 - 1984Bachelor of Business Administration (BBA)Honours Bachelor of Business Administration degree
Experience

RBC Royal Bank
Feb 1999 - Feb 2002Sales Manager, Investment & Retirement PlannersRecruiting, 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 2004Investment & Retirement PlannerInvestment and Financial Planning

IG Wealth Management
Dec 2004 - nowAssociate Consultant, Davies & Mahnke Private Wealth ManagementInvestors 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 2013Board Member
Licenses & Certifications

Fellow, Institute of Canadian Bankers (FICB)

Life License Qualification Program (LLQP)
- View certificate

Certified Financial Planner (CFP) designation
FP Canada
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