Steven Joe Email & Phone Number
Senior Financial Planner @ Steven Joe Financial | Assante Financial Management Ltd.
Steven Joe's Location
Vancouver, BC, CA
Steven Joe's Work
- Senior Financial Planner @ Steven Joe Financial | Assante Financial Management Ltd.
- Volunteer Board Member @ Big Brothers of Greater Vancouver
- Co Chair, Founder @ Local Tax Professionals Group
- Finance and Audit Committee Member @ Jericho Tennis Club
- Senior Manager, High Net Worth Planning @ E-Logic Info Tech Ltd
- Manager, Tax @ Smythe LLP
- Tax Senior @ Smythe LLP
- Accountant @ Smythe LLP
Steven Joe's Education
- FP Canada
Certified Financial Planner professional - CFP® designation (Financial Planning and Services)
2014 - 2015 - Chartered Professional Accountants of Canada (CPA Canada)
(In-depth Tax Course & Owner Manager Advanced Tax Course)
2009 - 2012 - Wine & Spirit Education Trust
Level 3 Award in Wines
2018 - 2019
- Canadian Securities Institute
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.
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