Professional, UnBiased Advice to Meet Your Goals.

Steve believes that planning for your future involves more than just looking at numbers on a piece of paper. He knows that what really matters is your dreams, ambitions and personal goals.

Steve is an independent financial advisor that strives to enhance your well being through professional advice and exceptional service. Whether you are working towards a stress-free retirement or fulfilling a lifelong ambition, Steve will take the time to help you make the right decisions based on what matters most to you.

Managing your finances can feel overwhelming, but Steve can simplify your life and your finances. Your objectives are very personal, so finding the "appropriate" solution will help you make the most of your investments to achieve your goals and secure the future you dream of.

You've worked hard for your money, so controlling your risks and minimizing taxes is important.

Contact Steve Maciesza today for a holistic financial solution that will enhance all aspects of your life and give you true piece of mind.

Steve Maciesza, PFA, EPC, CEA | The Heritage Group

Steve Maciesza, PFA, EPC, CEA

Professional Financial Advisor

Recent Articles

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Market Highs vs Your Goals | AdvisorNet E-Newsletter October 2024

Market Highs vs Your Goals

Posted on: October 7, 2024
As Canadian and US stock market indexes hit new highs this year, many investors began expressing anxiety about a possible ‘correction’. Financial media personalities have also been speculating about the timing of correction from these recent market...
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Basics for a Wise Financial Strategy | AdvisorNet E-Newsletter October 2024

Basics For a Wise Financial Strategy

Posted on: October 7, 2024
Before a sky scraper can reach for the clouds, it needs a very strong foundation. Once the building is complete, the foundation is virtually unseen. The same goes for our financial strategies. Following are the basics of a strong financial...
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Your Legacy Plan and Charitable Giving

Posted on: October 7, 2024
Recently, a client wanted to leave all their money to two charities through their Will. They wanted to leave a legacy to a few charities, and they didn't have any close family members. Here is her situation: Age 80, $550,000 in savings (75% non-...
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A WORD FROM OUR CLIENTS

  • Steve's a miracle worker if he can get someone like me to begin to understand financial matters better.

    Mrs. S

    Chatham, Ontario

  • I have experienced an increased level of confidence since coming to Steve - I know he has the skill and desire to treat my portfolio with the same interest he would bring to his own.

    Mrs. S

    London, Ontario

  • Steve has been invaluable in my financial planning. He is extremely knowledgeable, reliable and very personable.

    Mrs. G

    London, Ontario

  • Steve has the heart of a teacher and has always been understanding and extremely patient. I would highly recommend him to anyone looking for a trusted advisor.

    Mr & Mrs S.

    Guelph, Ontario

  • You take the time and explain things in a simple, yet effective way that I understand. I appreciate your thoroughness and your caring attitude.

    Mr. R

    London, Ontario

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