Steven Belchetz, BA, MBA, CFA
Wealth Management Lead, Portfolio Manager
With more than 30 years’ experience in the high-net-worth wealth management sector, Steven brings invaluable expertise to his role as Senior Vice President and Portfolio Manager at CWB Wealth.
Steven began his career as a portfolio manager and research director at an investment counselling firm, and went on to found a National Investment Advisory practice at Ernst & Young. Soon after, he realized that his calling was to help people take care of their financial well being. When he joined in 2003, Steven introduced the proprietary Prosperity™ Investment Platform, and led the firm into the Indigenous Services market.
Today, he provides investment counsel to families and individuals by creating forward-looking strategies that help protect and grow his clients’ assets, while evolving with their changing needs through various life stages. He also has considerable experience working with Indigenous communities, and understands their unique investment management needs.
Steven earned his BA in Statistics from The University of Western Ontario and his MBA in Finance from McMaster University. He also holds the Chartered Financial Analyst designation.