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.