Vice President - Wealth Network Solutions @ (February 2024 - March 2025)
CEO @ Klusster Media Inc. (February 2014 - December 2023)
Vice-President, Private Client Services @ Guardian Capital Advisors (October 2007 - March 2013)
Director, Investments @ Thorus Inc. (August 2001 - August 2007)
Small-Mid Cap Public and Private Investment Manager @ Trilwood Investments (April 1998 - April 2001)
Steve Thode Education
McMaster University
MBA (Finance)
1995-1998
Brock University
Bachelor's degree (Business Administration and Management, General)
1986-1990
Steve Thode Skills
Financial Statement Analysis
Business Strategy
Microsoft PowerPoint
Relationship Development
Presentation Skills
Communication
Business Development
Investments
Investment Management
Wealth Management
Investment Strategies
Mutual Funds
Portfolio Management
Investment Advisory
Retirement Planning
Equities
Asset Management
Strategic Financial Planning
Asset Allocation
Fixed Income
Estate Planning
Securities
Retirement
Alternative Investments
Capital Markets
Financial Modeling
Financial Analysis
Private Equity
Financial Planning
Leadership
Business Analysis
Finance
Strategic Planning
Training
Steve Thode Summary
Steve Thode, based in Burlington, ON, CA, is currently a Private Investment at Self-Employed. Steve Thode brings experience from previous roles at ModernAdvisor, Klusster Media Inc., Guardian Capital Advisors and Thorus Inc.. Steve Thode holds a 1995 - 1998 MBA in Finance @ McMaster University. With a robust skill set that includes Financial Statement Analysis, Business Strategy, Microsoft PowerPoint, Relationship Development, Presentation Skills and more. Steve Thode has 1 emails and 3 mobile phone numbers on RocketReach.
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