10/27/2022
When you invest with me as your advisor, we will meet quarterly in-person or virtually to review a financial plan, address concerns and make any necessary adjustments.
My focus is on taking a holistic view on financial situations and being flexible with sudden changes that may impact future plans.
Book a free consultation today!
10/25/2022
After being in the field for almost 25 years I can confidently say that creating genuine, long-lasting relationships are the key to supporting and achieving results for my clients!
When you are ready to begin your financial journey, visit me online at:
Stevencarinci.ca
And book a free consultation!
10/24/2022
The market is constantly changing and staying on top earning trends can be difficult, here are 5 trends to follow this earning season!
10/20/2022
With an ever-changing market, navigating the field of finance can be a difficult feat.
With professional advisory, anticipating market changes and forecasting investment opportunities will be paramount in your success!
10/19/2022
With inflation on the rise & margins becoming tighter, it is an optimal time to consult with a financial adviser. My expertise can assist you during this transition to save and watch your investments grow.
Think of me as the financial quarterback of your overall team!
Book your consultation today.
10/18/2022
Nothing beats hearing raving reviews from clients!
I am always ready to take on new clients and provide financial advice. Book your consultation today.
10/18/2022
Need some advice on how to proof your portfolio? Feel free to email or call me!
10/13/2022
Fresh off the press, the newest edition of Dolce Magazine. Read about my personal approach to Wealth Management and why I love my job so much!
Book your consultation today.
10/12/2022
Fresh off the press!! I LOVE WHAT I DO! Let’s chat!
10/10/2022
Working off that Thanksgiving Turkey and stuffing
10/06/2022
Have you always dreamed of investing in real estate, but you don’t want the hassle of managing a property? 🏡
Then Real Estate Investment Trusts (REITs) might be a good option for you. REITs allow you to invest in real estate without the hassle of owning a house. There are many options available, making it an ideal choice, whether you’re investing a little or a lot.
Many REITs in Canada are publicly traded on the Toronto Stock Exchange, meaning you can buy them just like you’d buy a stock.
Interested in finding out if REIT investing is right for you? Book a complimentary consultation with me through the link in bio. 💰
10/04/2022
Slow and steady wins the race when it comes to your investments. 🐢
That’s why building a balanced portfolio is so important. While there’s no hard-and-fast rule on the type of investment an individual should choose, there are typical situations when balanced portfolios are a good option. Here are a few examples:.
➡️ You’re new to investing, and you want a good compromise between achieving long-term goals and avoiding high risk.
➡️ You’re younger and have goals of purchasing a home or saving for a high-ticket item in the next 5-10 years.
➡️ You’re a long-term investor, but you don’t want to weather big fluctuations in your account over time.
Choosing the right investment strategy depends on your specific needs and goals, so it’s important to find a wealth advisor who asks the right questions.
Need help figuring out what to do with your money? Book a complimentary consultation with me through the link in bio. 💰