Investment Planning Counsel - Stefano Francescut, Senior Wealth Advisor

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.