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Experience the Next Generation of Wealth Management

Personal finances are more complicated than ever.  Adding value as an advisor is not just about picking stocks anymore, it’s about understanding you and your goals at a deeper level and developing tailored solutions for you and your family.

We specialize in working with high-net-worth business owners and professionals who are looking for the most comprehensive financial advice in the Canadian marketplace.

Proactive

Through our detailed onboarding process and regular meetings, we identify risks and opportunities in your entire financial picture and drive the recommendations you wish to pursue.

Entrepreneurial

We have our own practice and build long lasting relationships with our clients, so you won’t have to explain your financial situation to a new advisor every few years.

Timesaving

We believe in the saying “more money, more problems”. Wealth creates complexity. Let us handle your finances so you have time to focus on the things that truly matter to you.

Our Services

  • Investment Strategies
  • Business Succession Planning
  • Family Legacy Planning
  • Corporation & Trust Restructuring
  • Tax Planning
  • Estate Planning
  • Insurance Planning
  • Charitable Giving

Client Testimonials

“I have worked with Steve for a number of years and he has been an invaluable resource to my clients, my friends and my family. His background in tax and broad experience makes him a huge value add for many of the transactions we work on together.”
Ryan HoweBusiness Lawyer at Alexander Holburn Beaudin + Lang LLP
"I have had the pleasure of knowing Steven for close to two decades and can personally attest to his skills and knowledge in the world of financial planning. Would highly recommend."
Shawn Anderson PRECInternational Premium property advisor - Engel & volkers Vancouver
“Steven Joe and his very capable team have successfully managed my investments for many years. Steven (and team) have provided input and guidance for the complete picture well beyond the gains in financial investments. I have recommended his team to others who have also become their clients.”
Barry DashnerDirector at Eric Woodward Foundation
"I have known Steven for more than 8 years and I find him to be a very intelligent, insightful, and knowledgeable person. He is able to explain complex financial issues to those who are not in the field, and is able to give nuanced views that allow the listener to make informed decisions about their financial choices. I trust Steven with my financial decisions and will continue to work with him and recommend him to others. Anyone who chooses to work with Steven Joe will have made an excellent choice."
Dr. Julie WilsonTerranova Medical Clinic
"I had an incredible experience with Steve Joe and the rest of the team. He helped us make sense of our complicated financial and tax situation. It's not often that you have a Chartered Accountant with a rare tax specialization also doing complex wealth advising. His contact and referral network for other professionals is also unparalleled I recommend him to any individual and business owner who wants a savvy and comprehensive wealth management strategy."
Dr, Ali QazalbashTerranova Medical Clinic
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Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).