Steven George Conville

Steven George Conville, MBA

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Steven Conville, is a financial consultant. Currently his main client is Mopals Canada where he is serving as their Chief Investment Officer. He also advises several high profile athletes and entertainers. Previous to this, Steven Conville was Vice President and Portfolio Manager with a Major Canadian Brokerage Firm for over six years. Prior to that, he was Vice President and Branch Manager with another Investment firm where he oversaw assets in excess of 750 million dollars. June 2012 was his twentieth year in the financial services industry, of which he spent the last 14 years managing assets for clients. Steven is a Certified Financial Planner Licensee (CFP), a Fellow of the Canadian Securities Institute (FCSI), and has his Canadian Investment Manager designation (CIM). Steven was licensed to sell securities in both Canada and the United States, and he continues to specialize in celebrity wealth management. Steven has an MBA in Finance from Sir Wilfrid Laurier University and a Post Graduate Diploma in Investment Management from Concordia University. He has also earned his Bachelor of Arts Degree (Hons.) from York University as well as a Bachelor of Education. Steven served on the Investment Advisory Committee for the Office of the Guardian of the Public Trustee for the Minister of the Attorney General of the Province of Ontario for two consecutive 2 year terms ending in 2006. In 2009, Steven was selected as a member of the Macquarie Private Wealth Elite, for his performance in 2008. Steven volunteers for many organization and has been an active member of the Urban Financial Services Coalition – Toronto since 2002.

Vice President, Portfolio Manager at Macquarie Private Wealth

August 2006 - December 2012

For over 10 years, I have skillfully helped individuals to preserve and grow their capital. I have also built and managed several top-performing brokerage offices for two major Canadian financial institutions. As a Portfolio Manager at Macquarie Private Wealth, I am qualified to advise on a discretionary basis, a distinguishing credential I possess which gives me a clear advantage over many of my peers. In this capacity, I have developed detailed model portfolios to satisfy a range of client preferences using my disciplined investment approach.

VP & PM at MPW

1996 - 2010

Protecting and enhancing your wealth I build well-diversified portfolios and help clients to minimize the role of emotion in investing. I also help people to understand their assets and the economic and global factors that influence them. I have the experience, knowledge and insight to provide confident financial leadership and service excellence that results in long-standing, successful relationships. An area of particular focus for me is serving the unique needs of professional athletes, actors and entertainers, and advising them to make wise financial choices.

Chief Investment Officer at Mopals.Com

October 2012

Wilfrid Laurier University

2005 – 2007

MBA

Concordia University

2003 – 2006

Post Graduate Diploma in Investment Management

Concentration: Finance and Investments

York University

1992 – 1997

B. Ed

Concentration: Education

York University

1992 – 1997

BA, Hons

Concentration: Arts, History/Science, Technology, Cultural, and Society