Steve Kinosh*ta - Independent Consultant

Steve Kinosh*ta - Independent Consultant The views expressed here are personal and do not represent the views of any dealer or financial services firm.

Helping business owners and professionals in Western Canada preserve wealth, reduce tax, and plan their legacy — independently, holistically, and with real-world experience. Helping Business Owners & Industrial Professionals Secure Their Legacy — Strategically, Holistically, Independently

I work with business owners, tradespeople, and high-performing professionals across Western Canada to help th

em achieve long-term financial security, tax efficiency, and legacy preservation — with confidence and clarity. Whether you're building a business, planning an exit, or thinking about intergenerational wealth, I offer a holistic, independent approach that simplifies the complex. My network includes leading tax, legal, and financial professionals across Canada — giving you access to a fully integrated, collaborative wealth planning ecosystem, all without the overhead of big institutions. Our clients are often navigating complex challenges:
• Multi-generational estate planning
• Succession for family-owned businesses
• Cross-border tax structuring
• High-value wealth preservation

They come to us for clarity and long-term solutions that are not only tailored, but also cost-effective, forward-thinking, and fully aligned with their values and goals. My Background
I bring a global perspective to wealth and financial planning, with decades of experience in capital markets, financial engineering, and entrepreneurship. Financial Sector Highlights:

Built Asia’s first ETF-exclusive sales trading desk at Flow Traders, a global market maker

Led market development efforts for ETF Securities across Japan and Asia

Structured advanced derivatives including CPPI and CPDO strategies at Shinsei Bank

Managed product development and marketing for AIG Financial Products, including post-crisis wind-down activities


Entrepreneurial & Advisory Work:

Founded ventures in international trade, IT, software, foodservice, and consulting

Active investor and advisor in agtech, blockchain, and ICT startups

Expertise in startup strategy, fundraising, product development, and global expansion across five continents


I’ve sat on both sides of the table — as a founder and a financial strategist — which allows me to connect personally with the unique challenges entrepreneurs and professionals face. If you’re looking for a trusted, independent partner to help you make sense of the big picture — and turn it into a step-by-step plan — I’d love to hear your story.


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Important Notes:
I operate independently. Insurance business is conducted through [To Be Confirmed]. Mutual fund services are offered through [To Be Confirmed].nada) Inc.

07/15/2025

Turning the Page — Thank You, Sun Life

After years of growth, challenge, and deep learning, I’ll be closing one meaningful chapter next week—Friday, July 25th will be my last day with Sun Life.

To my clients, colleagues, and mentors: thank you. It’s been humbling and exhilarating to walk alongside so many of you in your financial journeys, helping to protect what matters and plan boldly for the future. From boardrooms to backyards, rural towns to regional hubs, every conversation has left a mark.

While my next professional home is still taking shape, I remain rooted in the same mission:
👉 Helping business owners, professionals, and families preserve, grow, and transition wealth—on their terms.

My focus will be on:
• Holistic tax-efficient planning for business owners and HNW individuals
• Employee benefit solutions tailored for impact and retention
• Estate, legacy, and succession planning that reflects values, not just valuations
• And completing my CFP® designation to deepen the rigour and range of solutions I bring to the table

The past few years have been a profound season of growth—and the best part is that the work continues. If you’re navigating a pivotal stage in your business, family enterprise, or personal wealth journey, I’d love to stay connected and see how I can help.

Onward and upward,

Steve Kinosh*ta

06/30/2025

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Edmonton, AB

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+17784029124

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