Steve Ivacko

Partner, Family Office Services @MNP

Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2022 — Present

Partner, Family Office Services @MNP

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Vancouver, BC, CA

Our Family Office Services team works with you and for you to navigate key decisions and milestones for your family and your business. We help identify issues and opportunities and secure alignment around values and goals in all aspects of your life, your wealth, and your family business.We provide objective advice and act in the best interest of our clients. Through financial analysis and strategic planning, we create a tailored approach that maximizes and organizes your wealth, simplifies your life, and sets you down a path to reach your goals — and guides the generations that follow.

EDUCATION

1998 — 2001

Society of Mangement Accountants of Canada

CMA

2009 — 2010

Certified Practising Accountant (Australia)

CPA

2013 — 2014

STEP Canada | The Society of Trust and Estate Practitioners (Canada)

Trust & Estate Practitioner (TEP)

2017 — 2018

Family Enterprise Xchange

Family Enterprise Adivsor (FEA), Advising enterprising families

2019 — 2019

Chartered Professional Accountants of Canada (CPA Canada)

In-Depth Tax Issues - Owner-Managed Business Course

2013 — 2014

Lean Six Sigma

Transactional Green Belt

1994 — 1997

Huron University

BA, Finance & Economics

SKILLS

Financial PlannersTaxRisk ManagementWealthPersonal FinanceConsultingInvestmentsStrategic Financial PlanningRetirement PlanningCorporate FinanceEstate PlanningFinancial AdvisoryWealth ManagementFinancial ModelingFinanceAsset AllocationFinancial PlanningAccountingFinancial ServicesSuccession PlanningHigh Net Worth IndividualsMutual FundsPortfolio ManagementInvestment Advisory

ABOUT STEVE IVACKO

Accomplished multi-disciplinary professional with 15+ years of family office and…

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Steve Ivacko — Partner, Family Office Services at MNP in Vancouver, BC, CA | Unifers