Stefano FrancescutB.Ed., CFP®

Senior Wealth Advisor

Stefano Francescut is a highly regarded CERTIFIED FINANCIAL PLANNER professional with Investment Planning Counsel in Sherwood Park. Stefano utilizes his Personal Wealth Management Strategy to develop customized financial plans that integrate investments, risk management, tax minimization, retirement planning and estate planning for a clientele of business owners, retirees, and families committed to having a better financial future.

Stefano works diligently to help his clients gain command of their wealth management objectives through a sound and balanced program of gathering information, identifying goals, setting a course, implementing solutions and monitoring progress.

Eminently qualified to find the best solution for each of his client’s unique financial needs, Stefano dedicates his practice to helping his clients create certainty and peace of mind. He has shared his knowledge through seminars for both public and corporate clients on the subjects of wealth management and financial planning, and has been featured on the Team 1260 radio as well as Shaw TV. He holds membership in the Canadian Institute of Financial Planning and the Financial Planners Standards Council, and has been honored with membership in the President’s Council in 2001.

Committed to giving back to his community, Stefano is a director of two scholarship foundations, volunteers his time at both High School and Jr. Football levels, and is a sponsor of the “Tourette Syndrome Foundation of Canada” . He and his wife, Bobbi, have two sons, Simon and Marcus, and make their home in Sherwood Park, where he enjoys golfing, football, and outdoor activities.

 

Insurance products available through Stefano Francescut.