As Senior Accounting Technician at Our Family Office, Steven supports the planning and tax aspects of the firm. His responsibilities include preparing year end financial statements, personal and corporate tax return preparation and bookkeeping.
Highlights of Steven’s career to date include:
- BDO Canada LLP: Steven came to us with over 13 years experience in the tax department one of Canada‘s largest accounting firms.
Professional Credentials & Qualifications:
- Accounting and Financial Management Certification from Centennial College
- Mutual Fund Licence
- Life insurance license
His interests are varied as Stephen has been a licensed wedding officiant in the province of Ontario for the last eight years.
North American Wealth Award Nominations 2020:
Finalist in 3 Categories
What do I want to share with my heirs about my values and life experiences while I still can?
What do other successful families do about educating future generations?
What would happen to my family and business if I were suddenly gone tomorrow?
Is it possible that there might be other tax ideas we haven’t considered yet?
Who will make the important decisions and coordinate things after I’m gone?
Do I wonder sometimes if our planning done in the past is still relevant?
Are my investments properly compensating me for the risk I’m taking?
Which of my investments or accounts are no longer serving their intended purpose?
What do I expect market returns to look like in the next five years?
What is my Strategic Asset Allocation?