Steven Theimer Location
Penticton, BC, CA
Steven Theimer Work
- 2025 - now Private Wealth Advisor @ Up Financial
- 2019 - 2024 Certified Financial Planner @ Investors Group
- 2017 - 2019 Financial Service Representative II @ CIBC
- 2016 - 2017 Personal Banking Representative @ CIBC
- 2008 - 2012 Manager @ Quiznos
- 2009 - 2011 Manager @ Joey's Restaurants
Steven Theimer Education
- FP Canada
CFP® - Certified Financial Planner
2024 - FP Canada
QAFP™ - Qualified Associate Financial Planner
2022 - Canadian Institute of Financial Planning
(RRC® - Registered Retirement Consultant)
2021
- Okanagan College
- Strathmore High School
Steven Theimer Summary
Steven Theimer, based in Penticton, BC, CA, is currently a Private Wealth Advisor at Up Financial. Steven Theimer brings experience from previous roles at IG Wealth Management, CIBC and Quiznos. Steven Theimer holds a CFP® - Certified Financial Planner @ FP Canada. Steven Theimer has 1 emails on RocketReach.
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