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.

07/16/2026

Different investment income types are taxed differently in Canada. Learn how interest, dividends, and capital gains are treated and why understanding these differences matters for tax-efficient investing.

07/16/2026

Slowing immigration, increasing housing supply are affectng demand in Edmonton, Regina and Halifax.

07/14/2026

TFSAs offer tax-free withdrawals, but how and when you use them can still affect your overall retirement strategy. Learn how TFSA decisions interact with RRSP withdrawals, government benefits, and long-term tax planning.

07/14/2026

World Cup tickets are expected to earn FIFA $3-billion in revenue this tournament.

07/12/2026

Withdrawal planning plays a major role in how long retirement savings last. Learn how coordinating RRSPs, TFSAs, and government benefits can help Canadians manage taxes and income throughout retirement.

07/12/2026

Resorts from Montana to Virginia take the stress out of logistics, so you can focus on what matters: catching fish on legendary rivers.

07/11/2026

Giving to charity earlier may have meaningful advantages for you over waiting to leave it all in a will.

07/10/2026

Certain financial missteps—like poor withdrawal timing, tax inefficiency, and lack of coordination—can create long-term consequences. Learn five common planning mistakes and how proactive review may help improve clarity and flexibility over time.

07/10/2026

Instead of accepting summer internships at tech or finance companies, students at Princeton and Yale are pursuing different dreams.

07/09/2026

In its first quarter, which RioCan reported in early May, the REIT saw a record-high blended leasing spread, a measure of how much it has been able to raise rents.

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160 Broadway Boulevard, Suite 224
Sherwood Park, AB
T8H2A3

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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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