Steve Watson

Degrees, Designations, Diplomas, and Certificates:

  • MA - Economics (University of Victoria)
  • BSSc - Honours Economics (University of Ottawa)
  • BSSc - Political Science (University of Ottawa)
  • CFP - Certified Financial Planner (Financial Planning Standards Council of Canada)
  • FMA - Financial Management Advisor (Canadian Securities Institute)
  • PID - Provincial Instructor Diploma (in progress - School of Instructor Education, Vancouver Community College)

Teaching Experience:
BUAD 128 - Computer Applications
BUAD 234 - Comprehensive Practices in Risk and Retirement Planning
BUAD 235 - Wealth Management and Estate Planning
BUAD 251 - Personal Financial Planning
BUAD 315 - Management Science
BUAD 356 - Contemporary Practices in Financial Planning
BUAD 425 - Business and Canadian Government Policy

Expertise Areas:
Management Science, Public Policy, Financial Planning

Associations and Board Memberships:
Executive Director - EFILE Association of Canada / Association de TED du Canada
Chair - Venture Okanagan Angel Investor Network
Chair - VO Investment Review Committee

Academic Service:
Faculty Liaison - Financial Planning Standards Council
Faculty Liaison - CCH / Advocis Canada
Faculty Advisor - ENACTUS Okanagan
Member - OCFA Pension Investment Policy Committee
Member - OC Library Committee
Member - OSB Program Committee
Member - OSB Finance / Accounting Committee