S

Steven Theimer's
email & phone

Current Position:

Private Wealth Advisor at Up Financial

Experience:

17 years

Location:

Penticton, British Columbia, Canada

How to contact Steven Theimer

Last updated:2025-10-17
emailt***********n@upfinancial.ca
phone+1-***-***-0509
LinkedIn
X
GitHub
Pinterest
Instagram
YouTube

Analytics

According to LinkedIn Steven Theimer started working on 2008, then the employee has changed 4 companies and 4 jobs. On average, Steven Theimer works for one company for 2 years 10 months. Steven Theimer has been working as a Private Wealth Advisor for Up Financial for 304 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Private Wealth Advisor at Up Financial

Jan 2025 - Current

Certified Financial Planner at IG Wealth Management

Jan 2019 - Dec 2024

Financial Service Representative II at CIBC

Nov 2017 - Jan 2019

Personal Banking Representative at CIBC

Aug 2016 - Nov 2017

Manager at Quiznos

Jan 2008 - Dec 2012

Manager at Joey's Restaurants

Jan 2009 - Dec 2011

Education

CFP® - Certified Financial Planner at FP Canada

QAFP™ - Qualified Associate Financial Planner at FP Canada

Canadian Institute of Financial Planning

Okanagan College

Strathmore High School

Current Company Information Up Financial

Name: Up Financial

Location: Calgary, Alberta, Canada

Employees: 1-10

Description: Up Financial is a Wealth Management and Financial Planning firm that specializes in comprehensive financial planning for senior executives, company founders, entrepreneurs, and suc...

Frequently Asked Questions

What is Steven Theimer's minimum period of employment in the companies?

Steven Theimer's minimum period of employment in various companies is 1 year 2 months.

What is Steven Theimer's average duration of employment for different companies?

On average, Steven Theimer works for one company for 3 years 3 months

What industries has Steven Theimer worked in?

Steven Theimer works in the Financial Services. Previously, Steven Theimer worked in the Banking, and Restaurants.

What positions has Steven Theimer held before?

Previously, Steven Theimer worked as a Certified Financial Planner, and Financial Service Representative II, and Personal Banking Representative, and Manager.

How do I contact Steven Theimer?

Steven Theimer's email address is t***********n@upfinancial.ca, phone number is +1-***-***-0509. Sign up to get contact details.

Who are Steven Theimer's peers at other companies?

Steven Theimer's peers at other companies are Christian Carrera and Faith Ong Yan Ying and Maria Merrill
Not the Steven Theimer you were looking for?

Find email for 850M+ professionals

Similar profiles

Name
Company
Position
C
Morgan Stanley Private Wealth Management
Private Wealth Advisor
M
Private Wealth Advisor
J
Private Wealth Advisor
N
Two Lights Private Wealth
Private Wealth Advisor
C
Private Wealth Advisor
P
Private Wealth Advisor
M
FNB Private Wealth
Private Wealth Advisor

Other employees at Up Financial

Name
Company
Position
I
Investment Associate
C
Executive Assistant
D
Senior Financial Planner and HNW Business Development advisor.
J
Group Benefits Consultant
BACK TO TOP