Steven Joe's Location
Vancouver, British Columbia, Canada
Steven Joe's Work
- Financial Planner @ CI Assante Wealth Management
- Finance and Audit Committee Member @ TD
- Board Member @ Big Brothers of Greater Vancouver
- Senior Manager, High Net Worth Planning @ TD
- Manager, Tax @ Smythe LLP
- Tax Senior @ Smythe LLP
- Co Chair, Founder @ Local Tax Professionals Group
- Accountant @ Smythe LLP
Steven Joe's Education
- Wine & Spirit Education Trust2019 - 2019
- Chartered Professional Accountants of Canada (CPA Canada)2009 - 2012
- Canadian Institute of Chartered Acccountants2009 - 2012
- Canadian Securities Institute
(Finance)
2009 - 2009 - Chartered Professional Accountants of Canada (CPA Canada)
(Accounting)
2006 - 2008 - CA School of Business
(Accounting)
2006 - 2008 - The University of British Columbia
Bachelor of Commerce (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, British Columbia, Canada, is currently a Financial Planner at Assante Wealth Management, bringing experience from previous roles at Td, Big Brothers of Greater Vancouver and Smythe LLP. Steven Joe holds a 2019 - 2019 Wine & Spirit Education Trust. 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 2 emails on RocketReach.
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