We believe that a team with a range of client facing experience and complementary skill sets is the best way to advise our clients, from the modern business owner to retired professional.
We understand that financial planning can be complex, which is why we take the time to listen to our clients’ needs, objectives, and concerns before crafting a personalized strategy that aligns with their goals. We pride ourselves on delivering transparent and straightforward advice, empowering our clients to make informed decisions about their financial future.
what makes us different
CFP®, CPA, CA – Senior Wealth Planner
Comprehensive financial planner for personal and corporate finances.
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 professional advisors (accountants, lawyers), when appropriate, to develop comprehensive wealth strategies. This might include: creating retirement income streams, estate planning, private company business structuring, family trust planning, wealth management, transitioning your business, reviewing credit solutions, tax planning and philanthropic giving.
Certified Financial Planner (CFP)
Chartered Professional Accountant (CPA) – Chartered Accountant (CA)
CICA In-Depth Tax Course Level 3
“I love helping, coaching and teaching people in all aspects of my life. I’m lucky to be working in a profession where I can do that daily.” In his spare time, Steven sits on the board of directors for the Big Brothers of Greater Vancouver charity and likes walking his dog Winston and playing tennis, golf and skiing. Steven is a wine enthusiast and has attained the WSET Level 3 Award in Wines.
BCom, CFA – Associate Financial Advisor
Cameron started his career as a Financial Advisor over 10 years ago at a Big 5 Canadian Bank. In 2019, Cameron became a Chartered Financial Analyst (CFA) Charterholder. Through various client-facing financial planning and advising roles at the bank, he decided it would be better to join an independent wealth management firm like Assante to provide clients with fully customizable wealth management services.
Cameron joined Assante and Steven Joe Financial in 2021, a team that specializes in financial planning and investment management to provide retirement, tax, estate, debt, philanthropic and business sale/transaction planning assistance to high net-worth clients. Cameron’s approach to advising his clients is to thoroughly understand their holistic financial picture to continuously develop, update, and implement their comprehensive financial plans. Cameron and his team will work with you and your other professional advisors (lawyers, accountants) to develop a comprehensive wealth strategy.
Chartered Financial Analyst (CFA)
During his free time, Cam enjoys being outside: be it skiing during the winter or road biking during the summer. He loves hockey and helps run his long-time ice hockey team. His wife and him recently welcomed their new daughter and spend their time chasing after their dog, Peppa.
CIM® – Investment Counsellor
As an Investment Counsellor, Pippa Fry provides portfolio management services and her experience to our high net worth clients in the CI Assante Private Client program. In this role, in consultation with our team’s knowledge of our clients’ circumstances, she determines an appropriate asset allocation to best meet their objectives. She also provides ongoing review of client portfolios and works closely with our Wealth Planning team to ensure our clients’ investment plans continue to meet their needs.
Pippa comes to CI Assante Private Client with 35 years of experience in financial services working in London, Hong Kong, Tokyo, New York and Vancouver. Prior to joining Assante Private Client she was a Portfolio Manager at Phillips Hager & North, part of RBC Global Asset Management. She started her career at CIBC in London, followed by roles at Merrill Lynch and Swiss Bank/UBS before joining Citigroup (on the merger of Citibank and Salomon Brothers Inc.) where she was a Managing Director of Fixed Income Capital Markets for 10 years before immigrating to Canada.
Chartered Investment Manager (CIM)
Pippa loves spending time with her husband and three kids, and being active in her spare time. She can be found out on the water sailing, on the hill skiing and on the pitch coaching field hockey amongst other things. Throughout her career she has always subscribed to finding the right solution for each and every client, and she is passionate about making a positive difference in everything she does.