Think of Stefano Francescut of Edmonton as your personal financial mapmaker.
Whether you're a working professional, a small-business operator, or a retiree, he's the trustworthy and expert guide you need to help you sort through the bewildering tangle of investment and insurance planning options currently available. Stefano's expertise also includes retirement and estate planning. He even offers a complete range of banking services.
This is what's known as a "full suite" of financial services: one stop-shopping for every conceivable need, from disability insurance to tax advice.
But Stefano has more to offer than simple convenience. A lifelong Edmontonian, and a graduate of the University of Alberta, he pledges to protect your interests as he would his own.
Because when his clients prosper, so does he.
You'll find Stefano Francescut B.Ed., CFP, working in an office he owns and operates at Unit #1, 10235-111 Street.
Stefano values his independence.
However, as a licensee of the Investment Planning Counsel of Canada, he knows he can rely on the resources of a vast national network of financial professionals.
Why call Stefano? Because he'll help you make the decisions that are right for you. And he'll help you to steer clear of the wrong choices.
"We try to be an advocate for the client," Stefano explained. "I have a strong sense of stewardship."
It starts with a no-obligation personal meeting. Following an in-depth and candid evaluation to determine where you, the client, stand now and which goals you seek to achieve, you and Stefano will work together to plot a prudent course for the future. Every detail will be tailored to your own specific needs.
Stefano Francescut is not a broker. As your certified financial planner, his interest lies in finding investments that provide the ideal fit for your specific plan.
Many of Stefano's suggestions will please you. Others may surprise you.
If you run a small business, he might advise you to check into areas you may have overlooked, such as a private health savings plan. Or he may offer to set up comprehensive financial planning seminars for your staff.
"You know, it's funny," he said. "Some business people work so hard to develop a strong business plan, yet they neglect to carefully plan their personal finances."
And although Stefano enjoys a broad range of expertise, he's only too happy to work closely with your own lawyer and accountant to develop a strategy most suitable to your interests.
Accessibility is another plus. Whenever a concern or question arises, he's a phone call away. Reach him at 780-455-7722, ext. 304. Or call his assistant, Barbara, ext. 300 at the same number.
By the way, Stefano's clients are able to keep daily tabs on their progress via the company's modern and informative website.
Stefano's financial planning style reflects his desire to build a strong personal relationship with each and every customer.
Which serves to explain why www.therightrelationship.com was Stefano's first and only choice for his Web site URL.
Think about it.
