Steven Joe, CPA, CA, CFP®
Comprehensive financial planner for business owners and incorporated professionals.
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.
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....Read more
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....Read more
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