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 25 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 currently a Senior Wealth Advisor at Foster & Associates Financial Services in Toronto. The firm was established in 1994 by veteran portfolio manager Briar Foster who was disillusioned with firms that put profits ahead of their client’s interests. He wanted to create a truly independent investment dealer with a laser focus on the best interest of their clients. Today, the firm is led by Briar’s son, Christopher. He oversees a team of professional Portfolio Managers and Investment Advisors that work with Canadian families to help them meet their financial goals.
INVEST WITH CONFIDENCE
Member of the Canadian Investment Regulatory Organization (CIRO)
Foster 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)
Foster 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.
Carrying broker: National Bank Independent Network (NBIN)
Foster & Associates has engaged business services from NBIN to help serve you as a client. NBIN services entail: Trading, Clearing (Delivery & Settlement of securities and assets), Segregation & Safekeeping of assets (Custodian), and Recordkeeping/Information services (Confirmations & Statements). NBIN is a division of NBF Inc. which is an indirect, wholly owned subsidiary of National Bank of Canada. National Bank of Canada is a federally chartered Schedule A bank and public company listed on the TSX. NBF Inc. is a member of, and regulated by, the Investment Industry Regulatory Organization of Canada (IIROC), the national self-regulatory organization that oversees all investment dealers and trading activity on debt and equity marketplaces in Canada. IIROC monitors each member’s business conduct was well as detailed ongoing assessments of its member’s monthly, quarterly and annual financial statements.