Bespoke financial advice to grow your wealth
Independent investment management backed by best-in-class service
SERVICES
INVESTMENT MANAGEMENT
I take the time to get to know my clients and their financial objectives, so I can craft a customized and tailored strategy to help them achieve their goals.
RETIREMENT PLANNING
Whether you’re still working & need to create a plan or you’re already retired & want to improve an existing plan, I will work with you to help maximize your retirement savings.
LEGACY PLANNING & FAMILY OFFICE
You’ve worked hard to build your wealth, and you & your family deserve to enjoy it. I help my clients maintain their investments to provide financial security for future generations.
MEET STEVEN CARINCI
I have been helping my clients grow their investments for almost 30 years. I’ve built my career on creating genuine, long-lasting relationships and supporting my clients as they navigate life’s successes and setbacks.
As a sociable and outgoing professional, I pride myself on offering a uniquely personalized approach to client management.
AREAS OF SPECIALITY
INDIVIDUALS
FAMILIES
SMALL TO MEDIUM BUSINESS OWNERS
CORPORATIONS
Steven Carinci is Senior Wealth Advisor at Designed Wealth Management in Toronto.
Throughout his career, Steve has been committed to putting clients' interests ahead of profits, which has led him to work exclusively with independent investment dealers that share this philosophy. He specializes in helping individuals, families and business owners create comprehensive wealth strategies designed to grow, protect and preserve their assets. Steve is passionate about delivering objective advice and personalized solutions that help clients achieve their financial goals with confidence.
INVEST WITH CONFIDENCE
Member of the Canadian Investment Regulatory Organization (CIRO)
Steven Carinci is a member of the Canadian Investment Regulatory Organization (CIRO), which is the national self-regulatory organization which oversees all investment dealers and trading activity on debt and equity marketplaces in Canada. CIRO holds its members to high ethical and professional standards, to help protect both investors and the capital markets.
Member of the Canadian Investor Protection Fund (CIPF)
Steven Carinci is a Member of the Canadian Investor Protection Fund (CIPF). Customers’ accounts are protected by CIPF within specified limits. A brochure describing the nature and limits of coverage is available upon request or at www.cipf.ca.