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.
Fixed Income Commentary
Mar 29, 2023
How have global economies fared in their battle to reign in inflation? Let’s examine contrasting fiscal policies and the state of global credit....Read more
Help your child purchase a home with an FHSA
Mar 15, 2023
What do you get when you combine some of the best features of a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA)? Read about the new First Home Savings Account (FHSA)....Read more
Investing during a market recovery
Mar 15, 2023
Is it reasonable to sit on the sidelines if a recovery is choppy? Is it acceptable to invest more if it’s smooth? Find out what you can do and shouldn’t do when the market is rebounding....Read more