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Steve Palleschi, Financial Advisor

Focus Areas

  • Sustainable Investing
  • Business owner considerations
  • Divorce finances
  • Estate and legacy strategies
  • Retirement income strategies
  • Retirement savings strategies

About Steve

My earliest recollection of financial advice and saving money is from a very young age. I recall listening intently to my grandmother talk about the difficult times she experienced as a young woman who immigrated to Canada in the 1920's. Affordable housing, cost of food, and initially a language barrier, all contributed to an uphill financial climb that was overcome by hard work, good advice, smart choices, and the opportunity for prosperity. I recall her saying things like "save for a rainy day", "spend your money wisely", and, "part with your money only after serious consideration of the consequences". We...

Work History

  • Edward JonesJuly 2009 to Current

Personal Interests

  • Active Lifestyle
  • Fine Dining
  • Health & Nutrition
  • Music
  • Outdoor Enthusiast

Team Members

  • Nikki Staley
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

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