Steven Theimer, CFP, RRC - Private Wealth Advisor

05/12/2026

4 HOURS LEFT!! If you have a moment please follow this link and vote for me in the CFP® category for the BEST OF PENTICTON recognition!!

https://bestof.pentictonnow. com/votes/
(Due to Gov't restrictions the link had to be broken, please copy/paste and delete the empty space before .com/votes or search BEST OF PENTICTON on any browser.)

On the website you can expand the Finance & Law category

You will find me under "Certified Financial Planner® (CFP)"

Press the "Vote" button below my name it will turn GREEN and say "Voted" **Then scroll down and press SAVE MY VOTES**

*There is also a green CONTINUE button at the very bottom.

Time is running out, I really appreciate every vote! (and as always, if you have any financial questions I'm happy to share my knowledge!)

THANK YOU!! 🙂

*Voting closes at 3pm PT / 4pm MT

08/04/2025

08/02/2025

Perspective is everything. Do you have a plan to navigate your financial future?

Https://upfinancial.ca/book

08/01/2025

Feel Accomplished, Feel Secure, Feel Free!

For your free Financial Planning Consultation message or visit https://upfinancial.ca/book

06/24/2025

RRSPs are not a SCAM - If you plan ahead and don't throw away your refund, which is really your future income!
Find your numbers at: https://upfinancial.ca/book

06/20/2025

Very honoured to receive SILVER in 4 different categories in the recognition!!

1) Certified Financial Planner° (CFP)
2) Investment Advisor
3) Insurance Advisor
4) Financial Planner

Thank you to everyone for all your support!

If you're looking for a unique and advice-first experience you won't find anywhere else. Reach out at https://upfinancial.ca/book ;)

06/11/2025

Don't let inaction cost YOU money! Book a complimentary Goal Planning Session now! Http://upfinancial.ca/book

06/06/2025

Optimization is KEY! Pay less taxes, achieve your goals faster, enjoy life!! Call or email to book a free goal planning session.

06/05/2025

Forget yesterday, embrace today, thank yourself later!

05/09/2025

Help Requested!! I've made it to the final round:

"Best of Penticton" - I'm a Finalist in 4 categories and I need your support! Voting is open for 4 more days. Closing Tuesday May 13th @ 3pm PDT.

Voting is quick and easy!

To support my local business please copy this link and remove the space (or Google: best of Penticton):
https://bestof.pentictonnow .com/votes/

(You may need to quickly sign in if you haven't voted before)

Once on the website you can expand the Finance & Law category,
You will find me in 4 categories within the Finance & Law dropdown, they are:

-Certified Financial Planner® (CFP)
-Financial Advisor (Person)
-Insurance Advisor, Broker or Agent (Person)
-Investment Advisor

Please click on the BLUE "Vote" button below my name (in each category), it will turn GREEN and say "Voted"

*Then scroll down and press Save My Votes.

I greatly appreciate each and every vote, as I appreciate each and every one of you!