See How Many Clients You're Missing Each Month
Simply enter your business email & Topline AI Agent will show you.
Steve Hinz
Financial Advisor at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">PEAK Investment Services</span>
Steve Hinz is a seasoned financial professional with 10 years of experience in investments, wealth management, and customer service, holding a degree in Financial Services and Business Accounting from Fanshawe College.
- Claim this Profile
Location
Stratford, Ontario, Canada, CA
Skills
- Retirement Planning
- Investments
- Mutual Funds
- Customer Service
- Wealth Management
- Show all
Bio
Generated by
Topline AI
Steve Hinz is a seasoned Financial Advisor with 10 years of experience, offering comprehensive retirement planning, investment, and wealth management solutions. As a key member of the team at PEAK Investment Services, he has provided strategic planning, financial reporting, and risk management expertise to clients across Stratford, Ontario.
Prior to joining PEAK Investment Services, Steve worked as a Financial Advisor at DundeeWealth Inc., where he honed his skills in investment analysis and customer service. He holds a degree in Financial Services and Business Accounting from Fanshawe College, equipping him with a solid foundation in financial planning and business principles.
With expertise in mutual funds, insurance, and wealth management, Steve has established himself as a trusted authority in the industry. His dedication to delivering exceptional service and results has earned him a reputation as a leading Financial Advisor in Stratford, Ontario.
Experience
-
PEAK Investment Services
-
Stratford
-
Financial Advisor
-
May 2014 - Present
-
Stratford
Investments offered through PEAK Investment Services Inc. Insurance offered through PEAK Insurance Services Inc.
-
-
-
-
Financial Advisor
-
May 2007 - May 2014
-
-
Education
-
Fanshawe College
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. Add an industry
Looking to Create a Custom Project?
Get Started
Need a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community
You need to have a working account to view this content.
Click here to join now
