Steve Melling

equipe

Sr. Estate Planning and Insurance Specialist, National Bank Insurance Firm

CFP, EPC

Spoken languages : English

Steve has 32 years of industry experience. His area of expertise is in Estate Planning and Personal Lines of Insurance coverage. He works primarily with Executives, Professionals, Business and Farm Owners, providing succession, conservation, and protection strategies.

Steve started his career with Great-WestLife as an agent in 1988, became a partner in a brokerage firm in 1992, and went on to establish his own company in 1995 specializing in the above. He has been working with National Firms for the past 22 years and is honored to extend his services to The Despas Advisory Group.

In addition to the above, Steve has served on a number of industry, non-profit, and community boards over the years. He speaks on a regular basis to various groups and organizations regarding the industry and opportunities for planning. He takes a holistic approach involvingall of the clients’ professional advisors to ensure comprehensive solutions. 

Insurance services are offered by NBIF, not NBF. NBIF is not a member ofCIPF.  Products sold are not guaranteed by the CIPF.  National Bank Insurance is a trademark used by National Bank of Canada and some of its subsidiaries.