Steve Bokor, CFA®, BA Economics
Steve Bokor, CFA®, BA Economics Chartered Financial Analyst; Portfolio Manager
Steve is a Chartered Financial Analyst® and licensed Portfolio Manager with over 30 years of practical experience in the investment industry. He believes that a unique multi-asset approach to constructing and maintaining portfolios allows him to provide our high net worth clients with a personalized approach for successfully building long-term wealth.
Steve earned his BA in Economics from UBC in 1983 and successfully completed the Canadian Securities Course in 1982. In 1989, he earned the Chartered Financial Analyst designation (CFA®); the highest level of credentials available in the investment industry. In 1990, he became a licensed equity trader for the Toronto and Vancouver Stock Exchanges. Additionally, he holds a Stock Options and Derivative license.
Steve has spent many years as an institutional representative, equity analyst, and equity trader, where he served many of Western Canada’s largest pension fund managers and investment counselors. He combines both passive and active management strategies with independent portfolio managers that he has much experience with. Steve’s number one priority is to assist his clients and their families to consistently build their net worth over the long term.