Steve Cook

Steve Cook Email and Phone Number

Wealth Advisor, Cochrane Wealth Management of Raymond James Ltd. @ Cochrane Wealth Management of Raymond James Ltd.
Steve Cook's Location
Cochrane, Alberta, Canada, Canada
Steve Cook's Contact Details

Steve Cook personal email

n/a
About Steve Cook

► ABOUT MEI have been working in the investment world since 2000. As a lifelong student of the markets, I apply a method of investing that is based in scientific research and history.I enjoy sharing my knowledge and strategies with clients. If you would like to learn more, please don't hesitate to contact me.► WHAT I DOWith offices in Canmore and Cochrane a large part of my practice is dealing with high net worth individuals, business owners, professionals and executives.► AREAS OF EXPERTISE● Retirement Income Planning● Insurance Protection● Investment Selection● Financial Roadmap● Investment Planning ● Estate Planning ● Tax Planningdisclaimers: http://bit.ly/1nspoNn/*********/Disclaimer: http://bit.ly/1nspoNn

Steve Cook's Current Company Details
Cochrane Wealth Management of Raymond James Ltd.

Cochrane Wealth Management Of Raymond James Ltd.

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Wealth Advisor, Cochrane Wealth Management of Raymond James Ltd.
Steve Cook Work Experience Details
  • Cochrane Wealth Management Of Raymond James Ltd.
    Wealth Advisor
    Cochrane Wealth Management Of Raymond James Ltd. Oct 2008 - Present
    Cochrane, Ab
    ► WHO IS COCHRANE WEALTH MANAGEMENT?Cochrane Wealth Management is a team of investment and insurance experts providing services to professionals, business owners, retirees, or those nearing retirement in the Cochrane and surrounding areas. Each client has unique needs and concerns and deserves specific attention. We are independent financial advisors which means that we can evaluate, recommend, and obtain the financial products and services best suited for our clients from many different banks, insurance companies, and financial service companies. If you’re looking for sound investment advice, professional integrity and truly personalized service, then we encourage you to explore the benefits of working with our Cochrane Wealth Management team. ► WHAT WE DOWe offer financial solutions and strategies that make you feel more confident and comfortable with your financial future. We are a one stop shop of the services and advice that fall under the label of comprehensive financial services.► AREAS OF EXPERTISE● Retirement Income Planning● Insurance Protection● Investment Selection● Financial Roadmap● Estate Planning ● Tax Planning► CONNECT WITH ME @ ✉ steve.cook@raymondjames.ca IF:✔ You are a professional, business owner, retiree, or nearing retirement ✔ You are wanting to find a financial advisor who treats you and your family like a friend✔ You would like a second opinion on your portfolio and other planning ideasClient testimonials: http://bit.ly/ZLD5MPRaymond James financial advisors may only transact business in provinces and/ or states where they are registered. Follow-up and individualized responses involving either the effecting of or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in provinces or states where the financial advisor is not registered.
  • Raymond James Ltd
    Wealth Advisor
    Raymond James Ltd Jul 2005 - Present
    Canmore, Ab
    Raymond James is one of North America's leading full-service investment dealers with an extensive presence across Canada and the United States. The firm was established in 1962 on the principle of always putting the needs of clients first. Today, this principle remains the foundation on which we continue to build our company.
  • Edward Jones
    Financial Advisor
    Edward Jones Mar 2000 - Jul 2005
    Canmore
    Edward Jones is a full service internation financial services firm which serves investment clients in the United States and Canada, through its branch network of more than 12,000 locations. The firm focuses solely on individual investors and small-business owners. Edward Jones is a limited partnership owned only by its employees and retired employees and is not publicly traded.
  • Owner Of Two Restaurants, Sinclairs Restaurant And Ziggy'S Late Night Take Out.
    President
    Owner Of Two Restaurants, Sinclairs Restaurant And Ziggy'S Late Night Take Out. Mar 1998 - Jul 2005
    Canmore Alberta
    I was the operator 1998 to 2000 and then non managing owner from 2000 to 2007 of Sinclair’s Restaurant a Full Service High End Restaurant and Ziggys late night take out which was late night pizza place
  • Banff Springs Hotel
    Restaurant Manager & Maitre'D Of Both Rob Roy Restaurant & Alberta Dining Room
    Banff Springs Hotel Mar 1991 - Mar 1998
    Banff Alberta
    Maitre'd of Rob Roy Restaurant (1991 to 1996) the Banff Spring signature Restaurant at the time offering table side preparation of meals. Manager of the Alberta Room (1996 to 1998) the Banff Spring largest full service restaurant with over a 100 employees and 6 million plus in annual sales.
  • Royal York Hotel
    Restaurant Manager
    Royal York Hotel Mar 1988 - Mar 1991
    Toronto, Canada Area
    Management of three different restaurants, The Imperial Room (the hotels signature dinning room), The Gazebo Restaurant (gourmet buffet) and the Coffee House Restaurant (family dining).

Steve Cook Skills

Wealth Management Retirement Planning Investments Financial Advisory Financial Planning Wealth Management Services Retirement Investment Strategies Securities Portfolio Management Asset Allocation High Net Worth Individuals Investment Advisory Mutual Funds Wealth Trading Equities Estate Planning Strategic Financial Planning Etfs Asset Management Bonds Fixed Annuities Financial Planners Asset Managment Stocks

Steve Cook Education Details

  • Canadian Securities Institute
    Canadian Securities Institute
    Finance And Financial Management Services
  • Loyalist College & George Brown College
    Loyalist College & George Brown College
    Hospitality Administration/Management

Frequently Asked Questions about Steve Cook

What company does Steve Cook work for?

Steve Cook works for Cochrane Wealth Management Of Raymond James Ltd.

What is Steve Cook's role at the current company?

Steve Cook's current role is Wealth Advisor, Cochrane Wealth Management of Raymond James Ltd..

What is Steve Cook's email address?

Steve Cook's email address is st****@****ames.ca

What is Steve Cook's direct phone number?

Steve Cook's direct phone number is +121288*****

What schools did Steve Cook attend?

Steve Cook attended Canadian Securities Institute, Loyalist College & George Brown College.

What are some of Steve Cook's interests?

Steve Cook has interest in Skiing, Fishing.

What skills is Steve Cook known for?

Steve Cook has skills like Wealth Management, Retirement Planning, Investments, Financial Advisory, Financial Planning, Wealth Management Services, Retirement, Investment Strategies, Securities, Portfolio Management, Asset Allocation, High Net Worth Individuals.

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