Canadian Securities Course, Investment Funds in Canada (Finance, General)
2009 - 2009
Chartered Professional Accountants of Canada (CPA Canada)
CA (Accounting)
2006 - 2008
The University of British Columbia
BCom (Accounting, Finance)
2002 - 2006
Steven Joe's Skills
Corporate Tax
Strategic Financial Planning
Income Tax
Financial Analysis
Tax
High Net Worth Individuals
Financial Accounting
Financial Planning
Tax Advisory
Estate Planning
Steven Joe's Summary
Steven Joe, based in Vancouver, BC, CA, is currently a Senior Financial Planner at Steven Joe Financial | Assante Financial Management Ltd., bringing experience from previous roles at Big Brothers of Greater Vancouver, Local Tax Professionals Group, Jericho Tennis Club and TD. Steven Joe holds a 2014 - 2015 Certified Financial Planner professional - CFP® designation in Financial Planning and Services @ FP Canada. With a robust skill set that includes Corporate Tax, Strategic Financial Planning, Income Tax, Financial Analysis, Tax and more, Steven Joe contributes valuable insights to the industry. Steven Joe has 4 emails on RocketReach.