Gary Stevens has been serving his clients for over 35 years in the financial services industry.
Prior to joining Assante Financial Management Ltd. and founding Stevens Financial Services Inc., Gary was the manager for Employee Benefits and Life Insurance at a major Life Insurer, the Manager of Marketing for a Major Managing General Agency, and the owner of an MGA firm for Maritime Life Assurance Company.
Gary prides himself on his ability to listen to his clients’ needs and uses his expertise and knowledge of the industry to help them achieve their financial planning goals. As an experienced advisor in Southern Alberta for Assante, Gary remains motivated by his drive to provide the best service possible for his clients and ensuring that their needs are respected and protected as they change over time.
As a member of the Hein Financial Group, Gary puts an emphasis on Planning. We have established a process for helping clients quantify their Retirement and Estate goals, then working with our suppliers to ensure that we are engaged in working towards those goals. Our team’s success is directly measured by the success of our clients.
For many years, Gary has volunteered his time in numerous charitable foundations and sporting organizations, sat on numerous Board’s and tried to make a difference. In addition to being a subcommittee chairperson for the 1988 Winter Olympics hockey tournament, Gary was a longtime hockey coach and was formerly involved as a volunteer with Hockey Canada. A proud father of 3 daughters and husband to his wife of over 40 years, Gary is an avid sports enthusiast, lover of classic cars, and loves to travel the world with his family.
2022 Multi-Asset Outlook
Dec 24, 2021
Alfred Lam shares his multi-asset outlook for the coming year and what the impact could be to investors’ portfolios....Read more
RRIF, meet JLTD
Dec 15, 2021
If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....Read more
Prepare for the unexpected
Dec 15, 2021
The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....Read more
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