Steve Fowler

Senior Financial Advisor @Jobe Wealth Consultants & Ipc Securities Corporation

In 2016, Steve joined Jobe Wealth Consultants as a principal. His extensive experience and creative insight make him a valuable part of the vision and leadership of our organization. Steve built his career by his proven ability to be an expert in his field. For 21 years he was as a successful partner in an international accounting, taxation and financial advisory firm. During that time, he served in many roles including tax services partner, Chairman of the Board, National Tax Service Line Leader and member of the Global Tax Advisory Committee. Today, as a Senior Financial Advisor, Steve utilizes his expertise to work closely with clients and their professional advisors to offer a clear perspective and develop a comprehensive financial “road map”- establishing goals, priorities and a plan of action. Collectively, Steve and Peter offer a unique depth and breadth of industry knowledge and experience; they are supported by a dedicated, talented, multi – disciplinary team. Their wealth of experience and insight helps medical specialists and business owners create a clear path to financial independence.Education/Designations• Life and Accident Sickness Insurance Agent License 2017*• CSI – Canadian Securities Course 2016• CSI – Conduct and Practices Handbook Course 2016• CSI – Investment Advisor Training Program 2016• LLQP – Life Licensing Qualifying Program 2016• CPA – Chartered Professional Accountant 2014• CICA Canadian Institute of Chartered Accountants In-depth Tax Course 1988• CA – Chartered Accountant 1987• Bachelor of Commerce – Saint Mary’s University 1984Investments are provided through IPC Securities Corporation, sponsoring investment dealer and Member of the Canadian Investor Protection Fund and of the Investment Industry Regulatory Organization of Canada.*Insurance products and services offered through Jobe Financial Management Inc.