Helping You Achieve Your Goals and Dreams

Planning for your financial future is more than just looking at numbers. To me, it's the people and dreams behind the figures that matter the most.

As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

 Managing your wealth can be complex and time-consuming. I can  simplify your life by addressing all aspects of your financial well-  being from investment selection and tax and estate planning.  Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.

If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Steven Joe, CPA, CA, CFP®

Financial Planner

Comprehensive financial planner for business owners and incorporated professionals.

Primary Role
To provide a stress free, convenient "one stop shop" for the management of your personal finances.

Steve provides advanced tax, estate 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.

Steven works with you and your other professionals advisors (accountants, lawyers), when appropriate, to develop comprehensive wealth strategies. This might include: creating retirement income streams, estate planning, private company business planning, family trust planning, wealth management, transitioning your business, reviewing credit solutions, tax planning and philanthropic planning.

"The reason I work where I work, or volunteer where I do, is because I love helping/coaching people in all aspects of life."

In his free time, Steven enjoys playing tennis, hockey, skiing  as well as mentoring youth through the Big Brothers program.

Recent Posts

Will Higher Inflation Lead to Higher Returns?

Nov 15, 2021

What impact will higher inflation have on investment returns? Alfred Lam and Marchello Holditch break down the current economic factors to find out....

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Energy Gridlock: The Sign of Economic Slowdown?

Oct 27, 2021

Global energy issues have caught investors’ attention over the past month. Find out how we got here and whether the shortages are the sign of a broader economic slowdown....

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The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

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Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

800-650 West Georgia St.
Vancouver, BC
V6B 4N8 Canada