Steven Smith, TEP, CPA, CA, MMPA

🤝🏻Trusted advisor to Canadian entrepreneurs and their families

Toronto, Ontario, Canada

About

🧑🏻Building long-lasting relationships 💵Accounting | Tax & Estate Planning | Business Advisory Services

Experience

  • VP of Finance at Cedarpoint Investments Inc
    Feb 2025 - Present · 1 yr 5 mos

  • Senior Manager, Enterprise at Segal GCSE LLP
    Nov 2023 - Jan 2025 · 1 yr 3 mos

    Segal GCSE LLP is an audit, accounting, tax and business advisory leader in Toronto and surrounding regions. We were established in 2022 (effective July 1, 2022) as a merger of two independent firms, Segal LLP and GCSE LLP.

  • Business and Wealth Transition Specialist at Scotia Wealth Management
    May 2023 - Oct 2023 · 6 mos

    Business and Family Wealth Specialist (BFWS) is responsible for providing comprehensive planning and advisory support to our most complex UHNW and business owner clients. This includes leading the in-depth planning process, coordinating the integration of other experts, and delivering comprehensive planning recommendations that lead to the deepening of existing, valuable client relationships and the acquisition of new Ultra High Net Worth clients.

  • Senior Manager at Lipton LLP
    Nov 2021 - May 2023 · 1 yr 7 mos

    Quality Service. Reliable Team. Our partners and staff pride themselves on delivering professional, responsive and personalized service to a respected client base in a wide variety of industries. At Lipton LLP we have the resources and talent to tend to all of our client needs, allowing us to help our clients reach their goals. Every client engagement is approached with enthusiasm, allowing for unique responses and solutions to individual client needs. Too often a client can get lost in the shuffle and bureaucracy of a firm and start to feel a lack of service. This does not happen at Lipton LLP due to the dedicated services provided by our client service team. We are well known for our creative, responsive, practical and cost effective approach with a constant focus on service.

  • Senior Manager | Private Client Services at MNP
    Dec 2017 - Nov 2021 · 4 yrs

    Providing clients with personal and corporate financial solutions including: Tax Optimization, Estate Planning, and Business Advisory. Business is dynamic and so are the needs of our clients. No matter the industry sector, market location or specific areas of business that need to be addressed, MNP is there…wherever business takes you. Industry drives every decision you make and every goal you set. We’ve invested substantial time and resources into understanding every aspect of the client groups we specialize in working with. As a result, we provide customized services, advice and strategies that will position your business ahead of the competition.