Steven Belchetz, CFA^®, MBA, BA

Location
Toronto, Ontario

“The long-term relationships I develop through helping my clients achieve their lifelong goals brings me a deep sense of satisfaction and achievement.”

With close to 30 years’ experience in wealth management, Steven brings invaluable expertise and thought leadership to his role as Market Lead, Private Wealth Advisor and Portfolio Manager at CWB Wealth.

Steven began his career as a portfolio manager and research director at an independent 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, and in 2003 he joined T.E. Wealth (now CWB Wealth). There, Steven introduced the proprietary Prosperity™ Investment Platform and led the firm into the Indigenous Services market.

Today, Steven oversees CWB Wealth’s wealth management business for Eastern Canada and advises his own roster of high-net-worth client families. He also continues to grow our Indigenous Advisory practice which, as of today, looks after over 50 Indigenous Communities across Canada.

Steven earned his B.A. in Statistics from Western University and his MBA in Finance from McMaster University. He also holds the Chartered Financial Analyst® (CFA®) designation.