Steve Kinosh*ta - IG Private Wealth Management

Turning the Page — Thank You, Sun Life

After years of growth, challenge, and deep learning, I’ll be closing one meaningful chapter next week—Friday, July 25th will be my last day with Sun Life.

To my clients, colleagues, and mentors: thank you. It’s been humbling and exhilarating to walk alongside so many of you in your financial journeys, helping to protect what matters and plan boldly for the future. From boardrooms to backyards, rural towns to regional hubs, every conversation has left a mark.

While my next professional home is still taking shape, I remain rooted in the same mission:
👉 Helping business owners, professionals, and families preserve, grow, and transition wealth—on their terms.

My focus will be on:
• Holistic tax-efficient planning for business owners and HNW individuals
• Employee benefit solutions tailored for impact and retention
• Estate, legacy, and succession planning that reflects values, not just valuations
• And completing my CFP® designation to deepen the rigour and range of solutions I bring to the table

The past few years have been a profound season of growth—and the best part is that the work continues. If you’re navigating a pivotal stage in your business, family enterprise, or personal wealth journey, I’d love to stay connected and see how I can help.

Onward and upward,

Steve Kinosh*ta

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