Vancouver Financial Planner

Biography of Steve Nyvik 

Steve, a Canadian of Finn-Swedish decent, was born and raised in Burnaby, B.C.

He received his Bachelor of Business Administration (BBA) degree from Simon Fraser University in 1989 and Master of Business Administration (MBA) degree from European University in 1990.

From 1992 to 1996, Steve worked with David Shymko of Macdonald, Shymko & Company Ltd. – a fee-only financial planning firm. Here he learned the art of financial planning. During those years, Steve obtained his professional financial planning credentials – the Registered Financial Planner (R.F.P.) in 1995, and the Certified Financial Planner (CFP) in 1996.

Steve joined Stan Clark at the Park Place office of CIBC Wood Gundy in 1998. For ten years, he worked on the investment side designing and managing customized family stock and bond portfolios in addition to his financial planning responsibilities. In 2005 he obtained his Canadian Investment Manager (CIM) designation. In July, 2008, Steve joined Robert Wells at the Kerrisdale office of CIBC Wood Gundy under an agreement to buy into Mr. Wells' business. 

In August 2010, Steve joined the portfolio management firm of Lycos Asset Management Inc. where he manages portfolios of high net worth clients and provides them with financial planning advice and service at no extra cost.  Client investment trading and custody services are provided by TD Waterhouse. 

Steve’s community service includes being the Fundraising Coordinator (2006 to 2007) for Saint Francis de Sales School in Burnaby, and then its Chairperson (2007 to 2008). He was a member of the Board of the Canadian Association of Financial Planners (BC Chapter) as its Treasurer (1996 to 1998) and as Editor for the chapter’s newsletter (2002 to 2003). Steve is the author of the book, "FINANCIAL PLANNING FOR SNOWBIRDS," published in 2000 by CCH Canadian Limited. He was an Editorial Board Member for The Canadian Journal of Financial Planning (2001 to 2002) and for Forum magazine (2006 to 2008). In April 2010, Steve became a director of the Memorial Society of B.C.

 

What Steve Nyvik Does

Steve Nyvik builds, from blue-chip dividend paying stocks and bonds, a tax efficient pension designed to meet your needs through time.  He provides financial planning advice and service at no extra cost to make sure that if ‘life happens to you’, your goals aren’t derailed in the process.  

Steve believes in value for money by providing portfolio management at a very competitive cost.  He does not like expensive mutual funds as he feels that you can cut your cost by 40% or more through direct ownership of quality stocks and bonds.  Through time, Steve believes this reduced cost translates to much better returns.  And through holding primarily good dividend yielding stocks and high quality corporate bonds, Steve believes that such a portfolio can be less volatile than the makret.

Steve currently welcomes new clients with a minimum of $100,000 to invest.  To determine if Steve would be a good fit for you and whether he can deliver good value to you, please contact him to set up a no-obligation meeting by calling: (604) 288-2083 or by email: Steve@lycosasset.com 

 

To learn more about financial planning, the advice Steve provides and his approach to investing for his clients, see the links below:

1. Financial Planning:

2. Investing:

3. Reducing Taxes:

4. Estate Planning (getting your affairs in order):

5. Risk Protection:

 

To learn more about Steve Nyvik, click on the links below: