Stephen Sicoli - Financial Advisor

07/02/2024

Looking forward to this event next week! I'm excited to help families understand the DTC, RDSP, and other benefits available to them!

05/23/2024

Just a reminder that through Everest Funeral Concierge, we have access to some great tools for final expense planning. One of my favorites is the Funeral Pricefinder. Feel free to check it out below so you don't get hosed on your next funeral.

This report is for Edmonton but we can get them for anywhere in Canada.

It's sad that the funeral business takes advantage of people when they are grieving... We're here to protect you from that!

03/19/2024

This session tonight is going to be great! Fantastic timing too, with tax season just around the corner!

DM for zoom info

02/14/2024

Have you heard of Everest Funeral Concierge?

They have this awesome price finder tool that we have access to to budget for a funeral.

Although it's always better to preplan these things, life happens; in this situation death happens, rather than getting ripped off in your time of grief, you can be informed and make the right choice for you and your family.

Contact me for details.

02/01/2024

It's tax season! Only 29 days until the end of the RRSP season.

If you haven't made your contributions, there's some good news. You still have time!

Get tax deductions and boost your tax rebate this year!

01/26/2024

The last year has been a great one in the market, if you haven't been invested, do you even know what you're missing?

Just to give you an idea, many people are seeing returns from 10-30% depending on equity exposure... If you invested 10,000 1 year ago, just being invested you would have an extra 1,2 or 3 thousand dollars!

If you are just starting off and want to learn more about investing, this is going to be a great session on that!

Live in-person, Jan 30th at 7PM

For Zoom and in-person registration DM or text 780.266.8466

01/06/2024

Excited for this session next week!

Anyone with kids, you won't want to miss this. DM for info

11/14/2023

Here is a great opportunity to win $8,000 towards your first home!

An FHSA is a tax-free savings account designed to help future homeowners save for the purchase of a first home in Canada.