Steven Theimer, CFP, RRC - Private Wealth Advisor

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!

04/17/2025

Onwards & Upwards!!! Always surprising how BIG an impact the "little" things make!!
Team Up Financial - Here to serve!

04/11/2025

SUPPORT NEEDED! I am very honoured to be nominated for the Best of Penticton recognition. With this nomination, I am seeking support to qualify for the voting round.

The "Best of Penticton" recognition is a two-step process. This first step determines the qualifying nominees (those who receive the most nominations) in each category who will move on to the final voting round.

The current deadline for nominations is this coming Monday, April 14th at 3:00pm. The timeline is short, and every vote counts!

If you believe I am worthy of a chance at this local recognition, please visit:

https://bestof.pentictonnow. com/nominations/

(Copy & paste the link and remove the space due to the Online News Act..)

After a quick and spam-free registration, email address and password, or with your Facebook login information, you will receive a verification email (if registering by email), or a pop-up window and confirmation notification (if logging-in with Facebook).

Once logged in/verified, you will see the many categories available for nomination. As soon as you start typing a business name into any categories, a list of eligible nominees will appear, according to first letters you entered.

My name is: Steven Theimer, CFP®, RRC® - Up Financial

Please feel free to fill out as many categories as you would like, for any other local businesses you wish to support. Please note that you can only submit (at the bottom of the page) your selections once.

For myself, please scroll down to the "Finance & Law" section, I have been nominated for the following 4 categories (you can add a vote to each category):

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

Once you've reached the bottom of the page and nominated as many businesses in as many categories as you'd like, at the bottom of the page you will find the "Save Nominations" button.

This may seem like a lengthy process; however, I promise it only takes a few minutes to complete, and I really appreciate each and every vote!!

If I am fortunate enough to be nominated, voting to decide the Gold, Silver, & Bronze winners, of each Category, will begin on May 2, 2025 (Friday) at 10:00 am and will close on May 13, 2025 (Tuesday) at 3:00 pm.

Thank you very much for taking the time to read this message, and I hope I've earned your vote.

As always, wishing you all, all the best!

04/11/2025

SUPPORT NEEDED! I am very honoured to be nominated for the Best of Penticton recognition. With this nomination, I am seeking support to qualify for the voting round.

The "Best of Penticton" recognition is a two-step process. This first step determines the qualifying nominees (those who receive the most nominations) in each category who will move on to the final voting round.

The current deadline for nominations is this coming Monday, April 14th at 3:00pm. The timeline is short, and every vote counts!

If you believe I am worthy of a chance at this local recognition, please visit: https://bestof.pentictonnow.com/nominations/

After a quick and spam-free registration, email address and password, or with your Facebook login information, you will receive a verification email (if registering by email), or a pop-up window and confirmation notification (if logging-in with Facebook).

Once logged in/verified, you will see the many categories available for nomination. As soon as you start typing a business name into any categories, a list of eligible nominees will appear, according to first letters you entered.

My name is: Steven Theimer, CFP®, RRC® - Up Financial

Please feel free to fill out as many categories as you would like, for any other local businesses you wish to support. Please note that you can only submit (at the bottom of the page) your selections once.

For myself, please scroll down to the "Finance & Law" section, I have been nominated for the following 4 categories (you can add a vote to each category):

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

Once you've reached the bottom of the page and nominated as many businesses in as many categories as you'd like, at the bottom of the page you will find the "Save Nominations" button.

This may seem like a lengthy process; however, I promise it only takes a few minutes to complete, and I really appreciate each and every vote!!

If I am fortunate enough to be nominated, voting to decide the Gold, Silver, & Bronze winners, of each Category, will begin on May 2, 2025 (Friday) at 10:00 am and will close on May 13, 2025 (Tuesday) at 3:00 pm.

Thank you very much for taking the time to read this message, and I hope I've earned your vote.

As always, wishing you all, all the best!