Contact Info
Steven Theimer, CFP®, RRC® - Up Financial
Steven Theimer
Phone: 250-809-9820
Contact Form
Website: upfinancial.ca
Services
- Financial Planning
- Personal Investments
- Insurance & Risk Analysis
- Corporate Investments
- Estate Planning
- Group Benefits
- Group Retirement Services
Hours of Operation
9:30am - 4:30pm - Monday to Friday.*Evenings & Weekends available by request.
About Us
Background
Steven is a highly dedicated and recently turned independent financial planner who brings a wealth of experience from his time at a major bank and a national wealth management f irm. Steven left his previous roles due to his never-ending commitment to always do what is best for his clients. Known for his meticulous approach, Steven ensures his clients receive nothing but the best service and advice, always striving for excellence and never settling for just good enough.
Education
Steven holds the prestigious CFP® (Certified Financial Planner) designation. Recognized as the gold standard in financial planning worldwide, CFP® professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession. Steven also holds the RRC® (Registered Retirement Consultant) designation which equips financial planners with advanced knowledge and skills to help clients plan for a secure retirement.
Specialization
Steven specializes in identifying and correcting inefficiencies in clients finances and investments. Focusing heavily on tax avoidance, helping clients pay as little tax as legally required, both in life, and when passing assets to the next generation. He is dedicated to empowering his clients with the knowledge to make well-informed decisions to maximize the rewards of their hard work.
Personal Profile
When he’s not helping clients achieve their financial goals, Steven is dedicated to being the best father to his two daughters and a loving husband to his wife. He’s also a proud dog owner who enjoys spending time at the beach and camping at the many recreation sites in the Okanagan Valley. Born in Ontario and raised in Alberta, Steven has called Penticton home since 2014, where he continues to make a positive impact on his community.
Steven Theimer, CFP®, RRC®
Private Wealth Advisor – Up Financial
Investment Advisor – Up Investment Management of Aligned Capital Partners