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.

Margo Veenhoven-Joe, CFP®, TEP

Senior Financial Planner

Comprehensive financial planner for business owners, incorporated professionals and retirees.

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

Fast Facts
    Senior Financial Planner
    CFP (1996), BCom (Hons.), TEP
    Member: Advocis, Vancouver Estate Planning Council, STEP
    Clients: Incorporated professionals, business owners, and pre-retirees
    Experience: Trust officer

“Plan ahead for your future and then enjoy life to the fullest along the way,” says Margo.

After working for ten years as a trust officer administering estates, trusts, and agency accounts, Margo has learned the importance of providing trusting, detail-oriented and reliable advice to her clients. As a child of Dutch immigrants who founded the Netherlands Credit Union upon their arrival in Winnipeg, she also believes in the merits of guiding clients through the complex financial world. The variety of her past experiences has helped her to take a holistic and integrated approach with her clients' corporate and personal financial planning.

Margo develops first class, “tailor-made” financial strategies for each of her clients. She particularly enjoys challenges that require creative solutions!

On a personal level, Margo carefully balances her time for work, family, recreation and her hobby of watercolour painting.

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