Investment Planning Counsel - Stefano Francescut, Senior Wealth Advisor

Investment Planning Counsel - Stefano Francescut, Senior Wealth Advisor We provide customized expert wealth management at every step of your financial life. Take the Next Step to financial success.

Our Next Step Wealth Management service prioritizes your goals, sets benchmarks, achieves goals, and monitors your success. Most business owners and professionals spend time growing their careers and businesses, while financial planning and legacy goals often get pushed aside. That can lead to missed tax opportunities, unclear retirement plans, and a lack of direction around wealth transfer. Have

you considered the following:

► Are you on track to retire comfortably and on your timeline?
► Have you conducted a ‘what if’ analysis to ensure your retirement plan can weather life’s uncertainties?
► Is your financial blueprint aligned with your goals and designed to manage risks along the way?
► Are you aware of how tax regulations could impact the distribution and taxation of your retirement income?
► Do you know if you have taken advantage of all tax planning opportunities?
► Do you have strategies in place to make your retirement savings last while still leaving a legacy?
► Is your net worth heavily concentrated in your company, and you’re unsure how to strategically transform corporate earnings into personal wealth tax efficiently?
► Is the majority of your retirement assets locked in an RRSP or a company stock that will be subject to increasing taxation as the account grows over time?
► Is your net worth heavily concentrated in company stock, and you're not sure how to diversify it?
► Have you considered how to make your philanthropic giving more impactful while minimizing complexity and taxes? By leveraging our Ascent by Next Step Wealth Strategy, I help our clients prioritize and plan for retirement and navigate the complexities of intergenerational wealth. Our team is multi-disciplined and talented at offering advice and guidance on everything from investment management, financial independence & retirement planning to family matters, including estate planning, generational wealth, and legacy planning. If you’d like to explore how I can help you build financial confidence and create a lasting legacy, feel free to connect with me.

08/09/2026

Learn key strategies Canadians use to plan wealth transfers more efficiently. Understand how taxes, beneficiary designations, and estate planning decisions can affect how assets pass to the next generation.

08/09/2026

Home performance testing measures "delivered capacity" to pinpoint actual inefficiencies of HVAC systems to help reduce energy use while increasing comfort.

08/08/2026

Many American consumers are unlikely to recoup money lost at the till because of Trump’s illegal duties.

08/07/2026

WestJet says it has returned to normal operations as it continues to re-book travellers whose flights were cancelled due to a work stoppage this past weekend.

08/06/2026

The new chairman initiated a debate over how the central bank works, and it could test his tight-lipped approach on the economy.

08/05/2026

Understand how RRSP and RRIF taxation can affect estate planning in Canada. Learn key considerations around withdrawals, beneficiary designations, and tax planning that may help improve how retirement assets transfer to the next generation.

08/04/2026

The Gordie Howe bridge was conceived to smooth the flow of trade between Canada and the U.S. But on both sides of the border, the recent drama over the span has also become a political liability.

08/02/2026

Understand how taxes may apply to RRSPs, RRIFs, and TFSAs when someone passes away in Canada. Learn key rules and planning considerations that can affect how retirement assets are transferred to beneficiaries.

08/02/2026

The price of chicken stands out amongst already high grocery prices.

08/01/2026

GLP-1s can offer a rare insight into the social and economic effects of carrying extra weight

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160 Broadway Boulevard, Suite 224
Sherwood Park, AB
T8H2A3

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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