Steve Watson

Brief Introduction:

Steve Watson - 2019

Steve grew up in Ottawa, Ontario. He obtained two undergraduate degrees from the University of Ottawa before moving west to earn a Master's degree in Economics at the University of Victoria. He subsequently started a tax and financial planning company that grew to serve clients in both the Lower Mainland and the Okanagan. Steve enjoys sharing those real life experiences with students to enhance their learning. Steve is an avid skier, and is fluent in French and English. 

 

Professional Credentials and Education:
  • 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)

  

Industry Experience:

Previous experience in private equity, tax, as well as financial management. 


Past and Current Courses Taught:

  • BUAD 128 - Computer Applications
  • BUAD 234 - Retirement Income Planning
  • BUAD 235 - Insurance and Estate Planning
  • BUAD 251 - Personal Financial Planning
  • BUAD 315 - Management Science
  • BUAD 356 - Taxation and Investment Planning

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Research and Community Involvement:

  • Executive Director - EFILE Association of Canada / Association de TED du Canada
  • Chair - Venture Okanagan Angel Investor Network
  • Chair - VO Investment Review Committee
  • Faculty Liaison - FP Canada/Financial Planning Standards Council
  • Faculty Liaison - CCH / Advocis Canada
  • Faculty Advisor - ENACTUS Okanagan
  • Member - OCFA Pension Investment Policy Committee
  • Member - OC Library Committee
  • Finance Representative  - OSB Program Committee
  • Chair - OSB Finance Sub-Committee
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