Steven Joe Financial | Assante Financial Management Ltd.

Open 8:30 AM - 5:00 PM See Hours
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Steven Joe Financial | Assante Financial Management Ltd.
Wed: 8:30 AM - 5:00 PM Open
Steven Joe Financial | Assante Financial Management Ltd. is a trusted name in Vancouver, specializing in financial advice for high-net-worth business owners and professionals. With a focus on providing comprehensive financial strategies, Steven Joe and his experienced team prioritize building long-lasting relationships with clients, ensuring personalized service that evolves as clients' needs change.

With years of experience in the industry and a commitment to transparency, our firm utilizes the regulatory strength and resources of CI Assante Wealth Management. We help you navigate the complexities of wealth management so that you can concentrate on what truly matters in life. Our goal is to empower you with informed and confident financial decisions.
Our Services
At Steven Joe Financial, we offer a range of essential financial services designed to meet the unique needs of our clients.

✔️ Investment Strategies
✔️ Business Succession Planning
✔️ Family Legacy Planning
✔️ Tax Planning
✔️ Estate Planning
✔️ Insurance Planning
✔️ Charitable Giving

Let us help you establish a solid financial foundation that supports your goals and aspirations.
Why Choose Us?
Choosing Steven Joe Financial means you're opting for expert guidance in managing your wealth.

✔️ Comprehensive financial strategies tailored to your needs
✔️ Personalized approach with a focus on building lasting relationships
✔️ Expertise in tax planning, estate planning, and investment strategies
✔️ Backed by CI Financial's strong governance and substantial resources
✔️ Proven track record with satisfied clients across various sectors

Invest in your financial future with confidence. Reach out to our team today to get started on your path to financial success.
financial advisors Vancouver financial planning wealth management Vancouver tax planning Vancouver investment strategies Vancouver financial advice Vancouver estate planning Vancouver
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Location & Hours:
650 W Georgia St suite 800
Vancouver, BC V6B 4N8
  • Mon: 8:30 AM - 5:00 PM
  • Tue: 8:30 AM - 5:00 PM
  • Wed: 8:30 AM - 5:00 PM Open
  • Thu: 8:30 AM - 5:00 PM
  • Fri: 8:30 AM - 5:00 PM
  • Sat: Closed
  • Sun: Closed