Steve Nyvik, MBA, CFP, R.F.P.

Senior Portfolio Manager at Lycos Asset Management Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Burnaby, British Columbia, Canada, CA

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Milinda Schulz

Steve has proven himself to be extremely knowledgeable, capable and reliable as an investment advisor. He provided me with a very thorough and detailed investment plan, after taking a great deal of time to understand my individual situation. Working with Steve has improved my portfolio and I am happy to recommend Steve as a trustworthy financial advisor.

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Credentials

  • Partners, Directors and Senior Officers Course (PDO)
    Canadian Securities Institute
    May, 2014
    - Nov, 2024
  • Canadian Investment Manager (CIM)
    Canadian Securities Institute (CSI)
    Jan, 2005
    - Nov, 2024
  • Certified Financial Planner (CFP)
    FP Canada
    Jan, 1996
    - Nov, 2024
  • Registered Financial Planner (RFP)
    Institute of Advanced Financial Planners - IAFP
    Jan, 1995
    - Nov, 2024

Experience

  • Lycos Asset Management Inc.
    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Senior Portfolio Manager
      • Aug 2010 - Present

      I manage family investment portfolios and provide financial planning advice and service to 35 families. Financial planning is included in the cost to make sure that if ‘life happens’, your goals aren’t derailed in the process. I manage family investment portfolios and provide financial planning advice and service to 35 families. Financial planning is included in the cost to make sure that if ‘life happens’, your goals aren’t derailed in the process.

  • British Columbia Institute of Technology
    • Canada
    • Higher Education
    • 700 & Above Employee
    • Instructor, School of Business, Part Time Studies
      • Jan 2014 - Dec 2021

      I taught the course, Security Fundamentals (FMGT 4620) at the Burnaby campus of the British Columbia Institute of Technology (BCIT). The course is designed to convey the nature and function of capital markets, the important features of the instruments which trade in these markets and the factors which contribute to the valuation of these securities. See: http://www.bcit.ca/study/courses/fmgt4620 I taught the course, Security Fundamentals (FMGT 4620) at the Burnaby campus of the British Columbia Institute of Technology (BCIT). The course is designed to convey the nature and function of capital markets, the important features of the instruments which trade in these markets and the factors which contribute to the valuation of these securities. See: http://www.bcit.ca/study/courses/fmgt4620

  • CIBC Wood Gundy
    • Financial Services
    • 700 & Above Employee
    • Investment Advisor
      • Oct 1998 - Aug 2010

      For ten years I worked as part of the Stan Clark Financial Team at the Park Place office. I provided financial planning to all clients through the use of a Financial Planning Checklist that I created as well as providing more sophisticated advice and service on a range of issues for clients with portfolios over $2 million in investments. I also helped design and manage customized investment portfolios to a group of clients. I wrote monthly financial planning and investment articles for the newsletter. And I helped Stan working on the ten stock strategies, the system of selecting stocks amongst the strategies to manage risk as well as marketing materials to describe the strategies. I then joined Robert Wells at the Kerrisdale office under an agreement to buy his business. When that purchase agreement was terminated, I worked on my own as an investment advisor. Show less

  • Macdonald Shymko & Company Ltd.
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Advisor
      • 1992 - 1996

      Vancouver based Macdonald, Shymko & Company Ltd. (MSC) is a ”Fee Only” financial advisory firm, helping clients accumulate, preserve and manage their financial wealth since 1972. It is one of Canada's oldest fee-only financial planning and investment counsel firms. I worked under David Shymko where I learned the art of financial planning working with his clients that were high net worth families and senior executives. Over the four years, my contributions grew to where I was directly providing advice with respect to financial, investment and estate matters under the supervision of Mr. David S. Shymko with a small number of clients. Such advising activity was normally reserved for Partners of the firm. See: http://www.macdonaldshymko.com/ Show less

Education

  • EU Business School
    Master of Business Administration (MBA)
    1989 - 1990
  • Simon Fraser University
    Bachelor of Business Administration (BBA); Minor in Computer Science
    1985 - 1989
  • North American Securities Administrators Association
    Uniform Investment Adviser Law Exam (Series 65)
    2015 - 2015
  • North American Securities Administrators Association
    Uniform Combined State Law Exam (Series 66)
    2017 - 2017
  • British Columbia Institute of Technology
    Associate Certificate in Financial Planning
    1993 - 1994
  • Society of Management Accountants of BC
    Associate Accounting Technologist Diploma
    1993 - 1994

Community

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