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.