Steven Joe

Steven Joe

CPA, CA, CFP®
Financial Planner
Assante Financial Management Ltd.

Steven draws on a diverse business background to provide advanced tax, estate, investment and business sale/transaction planning assistance to successful entrepreneurs, professionals and high net worth families. He provides a highly customized service to help clients identify and reach specific goals.

Prior to joining Assante, Steven honed his expertise as a Chartered Accountant and tax manager in downtown Vancouver where he specialized in tax planning for high net worth clients and closely-held private companies and trusts.  Subsequently, he was a senior manager who advised high-net-worth clients for a large Canadian bank. 

Steven holds a business degree from the University of British Columbia and is a CPA. He has completed the Canadian Institute of Chartered Accountants three-year in-depth tax course. In addition, Steven holds his Certified Financial Planner designation.

Steven has a passion for helping the underprivileged youth through mentoring and is a Board Member for Big Brothers of Greater Vancouver.

Whether you would like to discuss your options or start creating your wealth plan today, Steven will be glad to answer your questions.

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Advisory services provided by CI Assante Wealth Management (“Assante”) are offered through Assante Capital Management Ltd., a registered investment dealer, and Assante Financial Management Ltd., a registered mutual fund dealer. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Assante Financial Management Ltd. is a member of the Mutual und Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).

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