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 with numerous charitable foundations and sporting organizations, has sat on numerous Boards 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, a lover of classic cars, and loves to travel the world with this family.