Steve Wheeler

Mortgage Advisor at Clear Trust Mortgages

Steve Wheeler is a seasoned mortgage professional currently serving as a Mortgage Agent at Clear Trust Mortgages since June 2023, bringing over a decade of finance industry experience, including more than four years focused on the Canadian mortgage sector with $100 million in funded deals. Prior to this role, Steve worked as a Financial Advisor at Scotiabank, where exceptional relationships were built with over 500 clients, providing tailored financial advice and mortgage options. Steve's earlier career included positions as a Financial Services Representative at CI Financial and an Investment and Insurance Analyst at Wise Riddell Financial Group, where expertise was developed in financial services and wealth management for high net worth individuals. Additionally, experience as a Zone Manager for Impark during the Toronto 2015 Pan/Parapan Am Games involved overseeing substantial operational staff and ensuring the execution of parking operations. Steve holds a Bachelor of Arts in Economics from York University and advanced diplomas in Finance and the Canadian Securities Course.

Location

Toronto, Canada

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