“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.”

"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."

“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.”

"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."

"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."