Steven Buckles, CFP®, CIM, BBA
Financial Planner – Vancouver
Mr. Buckles is an independent Certified Financial Planner® with his own private practice in Port Coquitlam, BC. He specializes in investment, tax, estate and retirement planning and has been actively involved in the financial planning industry since 1994. He taught the strategic investment planning, risk management & estate planning and the professional practice courses of the CFPTM program at Capilano College in North Vancouver from 1999 to 2003.
Steven has taught tax and estate planning sessions for Foran Financial Institute, at the Foran 5-day Exam Preparation Workshop for CFP® Examination candidates, in Vancouver since the year 2000.