Steve Ivacko, CPA, CMA, TEP, FEA

Steve Ivacko

Steve Ivacko , CPA, CMA, TEP, FEA

Partner

Steve is a member of MNP’s Family Office Services team in Vancouver. With almost 20 years of integrated wealth planning experience, Steve builds deep and lasting relationships with entrepreneurs, professionals, business owners, and their families. He delivers proactive, practical advice and solutions on tax, estate planning, continuity and succession, governance and philanthropy, bringing peace of mind to his clients, and helping them ensure wealth continuity and transition within their families.

Steve earned a Bachelor of Arts (BA) in finance and economics from the University of Western Ontario – Huron College in 1997. He is a Chartered Professional Accountant (CPA), qualifying as a Certified Management Accountant (CMA) in 2001. Steve completed the Canadian Securities Course in 2003 and In-Depth Tax – Owner Managed Business course in 2019. He is a Trust and Estate Practitioner (TEP) (2014) and a Family Enterprise Advisor (FEA) (2018).

Steve previously held the role of president of the Estate Planning Council of Vancouver, and is currently a Champion for Anxiety Canada, having previously served on the board of directors for five years, including as board chair.


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Insights

  • Progress

    March 08, 2024

    Succession Fireside Chat: What is the best way to prepare the next generation?

    What is the best way to prepare the next generation to take over the family business? These best practices can help you navigate the path forward.

  • Progress

    March 08, 2024

    Succession Fireside Chat: What compensation structures work best for my family business?

    How can you ensure every member of your family is compensated fairly during the succession process? These best practices can help you overcome challenges.

  • Progress

    March 08, 2024

    Succession Fireside Chat: How do business families deal with conflict? Part 1 – Key themes when helping business families

    How do you deal with conflict during the succession process? Discover recurring themes of conflict and best practices to resolve issues between family members.