Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Stefano Francescut

B.Ed., CFP®
Senior Wealth Advisor

Stefano Francescut, B.Ed., CFP®, is a highly regarded CERTIFIED FINANCIAL PLANNER® professional at Next Step Wealth Management with IPC Securities Corporation. For over 30 yea...

Barbara Francescut

Client Services Manager

Barbara is responsible for helping all clients with their administrative questions and requirements and has been an integral part or our professional team since 1999. She work...

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Stefano Francescut

B.Ed., CFP®
Senior Wealth Advisor

Stefano Francescut, B.Ed., CFP®, is a highly regarded CERTIFIED FINANCIAL PLANNER® professional at Next Step Wealth Management with IPC Securities Corporation.  For over 30 years Stefano has provided leadership, expertise, and a long-term commitment to making a significant contribution to his client’s financial well-being.

 

Stefano utilizes his Next Step Wealth™ Management service to provide in-depth guidance to affluent families, assisting business owners, professionals, pre-retirees, and retirees manage all aspects of their financial lives.

 

Eminently qualified to find the best solution for his client’s unique needs, Stefano dedicates his practice to helping clients create certainty and peace of mind. He has shared his knowledge through seminars for both public and corporate clients and has been featured on radio as well as TV.  He holds membership in the Canadian Institute of Financial Planners and the Financial Planners Standards Council.  Stefano has been honored with membership in the President’s Council in 2001 and twice his branch was named IPC Branch of the Year.

 

Committed to giving back to his community, Stefano has sat on the board of two scholarship foundations, has volunteered his time at both High School and Jr. Football levels, and supports various entities which help Autistic persons. He and his wife have two sons and make their home in Sherwood Park, where he enjoys golfing, fishing, football, and outdoor activities.

Barbara Francescut

Client Services Manager

Barbara is responsible for helping all clients with their administrative questions and requirements and has been an integral part or our professional team since 1999. She works hard to ensure that every client receives the highest level of care when it comes to their account changes, investment purchases, and all other services we provide.

In keeping with our dedication to providing our clients with the best service possible, Barbara has completed numerous courses on client service and attends financial planning seminars in order to understand the issues you face. Clients appreciate her enthusiasm and dedication to providing exceptional service at all times.

Our Consultants

 

Supporting the communities within which we work

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.