Steve Cook, CFP®, CIM®, FCSI® Branch Manager, Wealth Advisor

Professional Experience

Steve is a seasoned investment professional practicing since 2000. His focus is on servicing the financial needs of high net worth individuals, business owners, professionals and executives.

Approach to Financial Planning

As a lifelong student of the markets, Steve applies a method of investing that is based in scientific research and history. His proven approach to the investment markets uses a unique combination of core capabilities, each grounded in an evidence-driven approach. He is a specialist in investments, insurance and financial life planning. Steve is extremely well connected with other professionals in the community. Depending on the level of service required, Steve can bring together a high level team of professionals to handle the most complicated financial situations.

Professional and Personal Commitments

Steve is committed to financial education and professionalism. He is a Certified Financial Planner, Chartered Investment Manager and has been granted the highest CSI credential offered, a Fellow of the Canadian Securities Institute.

Steve is also the past President of the Cochrane Rotary Club, and Bow River Edge Campground Charitable Society and for years taught finance with the Junior Achievement Program at a local junior high school.

Outside of office hours, you will find Steve hanging out with at least one of his 3 boys, playing guitar, traveling or just catching a movie. In his previous life, he was a maitre’d at the Banff Springs Hotel and Royal York Hotel and truly enjoys dining in fine restaurants or cooking wonderful meals.

The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently.

The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements

What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.