Steve McCusker, BA, FMA, FCSI
Steve McCusker was recently awarded "Vancouver FIVE STAR Wealth Manager". Top 5% of Wealth Managers in the Vancouver area who scored highest in overall client satisfaction, as published in "Vancouver Magazine" and "Business in Vancouver". This is the 3rd time Steve has been recognized with the award since its inception in 2011.
Steve believes that the key to successful wealth management is planning. Yet, planning your financial security can be difficult. Regardless of where you are at in life, it's important that you take steps today to ensure your personal financial independence in the future. The wealth management process reviews your financial circumstances, develops appropriate financial and estate planning strategies and responds to changes in your life, as well as changes in the world around you.
As Senior Wealth Advisor with CIBC Wood Gundy, Steve is dedicated to the enhancement and preservation of individual investor assets. His wealth management process begins by collaborating with you. Through the decisions you make together, a wealth management strategy evolves to take on a distinctly individual shape, reflecting your investment objectives and aspirations.
With his 20 years of experience in the financial services industry, Steve will help you develop appropriate strategies, which may include retirement, tax and estate planning recommendations. By concentrating on your financial and investment needs, he can help you develop innovative strategies to manage your finances.