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.

09/11/2026

Learn about a common tax mistake Canadian retirees often make and how it can impact long-term income. Understand how to think about withdrawals, income sources, and tax planning to help avoid unnecessary costs.

09/11/2026

The warning signs of AI agents going rogue should jolt companies and regulators out of their complacency.

09/10/2026

Multi-industry expert Joe Drygas’s keys to transformation within a company.

09/09/2026

Learn how to use your RRSP strategically to help reduce tax risks in retirement. Understand how withdrawal timing, income planning, and tax brackets can influence long-term outcomes and help avoid common pitfalls.

09/08/2026

Back-to-school season, with its focus on budgeting, planning and RESPs, is a great time for advisors to get involved.

09/07/2026

Understand the key differences between an RRSP and a RRIF and how each fits into your retirement income plan. Learn how conversion timing, withdrawals, and tax planning can affect flexibility and long-term cash flow.

09/06/2026

Rising government bond yields are throwing a wrench into investors' portfolios.

09/05/2026

Learn how RRSP conversion strategies can help manage taxes and create more flexibility in retirement. Understand how timing, income planning, and tax brackets play a key role in long-term outcomes.

09/05/2026

After choosing independence over a takeover, one biotech’s bet paid off with a breakthrough cancer drug—and now comes the challenge of getting it to patients.

09/04/2026

What Sir John Franklin’s doomed Arctic expedition teaches artificial intelligence builders and investors about overfitting, local knowledge, and changing conditions.

Address

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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