Steve Southern

Steve Southern

Client Outreach

In addition to leading Client Outreach for Ogilvie Daugherty Business Profit Solutions, Steve serves on the Board of Directors for Spectradigital Corporation, a research-driven biotech company, as well as the advisory boards of other growing companies across technology, sports and other industries.

Steve has focused his career on building and growing great companies, and helping others do the same. Leveraging his Mathematics and Computer Science degree and technical background, along with an M.B.A., he has served on the legal team within BlackBerry, built a spin-off company for SlipStream Data, led a sales team within Waterloo Maple, and previously served in various roles at The Economical Insurance Group and Software AG Canada. Recently Steve led a challenging effort to create a chain of indoor golf training centres across southern Ontario.

Steve balances his business activities and holdings with a strong focus on family and community. He currently serves in various roles at the Centre for Family Business, Junior Achievement Waterloo Region, the Business and Education Partnership of Waterloo Region, and the Greater Kitchener-Waterloo Chamber of Commerce.

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Working to meet your needs

Ogilvie Daugherty Financial Services is committed to the health and wellbeing of our clients, employees, and communities.  As we all continue to navigate the COVID-19 situation, we want to reassure you that we remain committed to you, and all your wealth management needs.  As such, our office is open to serve you under the current safety guidelines. Our door remains locked, and you can ring the bell to let us know you are here during normal business hours.   If you arrive outside of these hours, please call us to let us know you are waiting.  Visitors are required to  complete the COVID-19 Screening Questionnaire we supply upon arrival, wear a mask and hand sanitize.  If you have any concerns, please feel free to call and discuss them with a staff member.

Please also note that our financial advisors will continue to offer virtual meetings if you prefer. 


Thank you for your confidence.   Stay well, stay safe.