Steve Maciesza, PFA, EPC, CEA

Experience

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  Pioneer Balloon Company

  Jan 1997 - Sept 2006

  Sales Executive

  An industry specialist, I assisted distributors and independent business owners with product demonstrations, training, merchandising and marketing ideas. Responsible for sales in my region and coordinating trade shows and cross Canada educational programs.

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  Manulife Bank of Canada

  Sept 2006 - Dec 2012

  Banking Consultant

  Build strong relationships with clients and Financial Advisors while proudly representing the Manulife brand as a Banking Consultant with Manulife Bank. Worked independently by implementing various mortgage and banking strategies to achieve clients' financial and life goals.

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  The Heritage Group - Private Financial Services Ltd

  Dec 2012 - now

  Professional Financial Advisor

  An independent financial professional offering clients a truly personal approach, with a focus on building a heritage or legacy for future generations. Think of us as your coach, helping you make sound financial decisions and guiding you through the important stages of your life. We know that your objectives are very personal, so we work hard so that you can achieve your goals and secure the future you dream of.

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  Manulife

  Jan 2013 - now

  Financial Advisor

  A dedicated and Professional Financial Advisor with the goal of helping clients with various Finanical needs such as life insurance, investments and estate planning. Steve has a passion to help people and simplify their finances and integrate a wealth building strategy that works. I am committed to put your needs first and will continue to work hard to earn your trust.

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  Investia Services Financiers Inc. / Investia Financial Services Inc.

  Jan 2017 - Jan 2024

  Mutual Fund Representative

  As an independent financial advisor, I am dedicated to providing high quality investment advice and integrated wealth creation solutions that simplify and enhance the quality of your life. I am committed to your best interests and assure you a level of professionalism and integrity that will put you at ease and give you true peace of mind.