Senior Investment Advisor
Francis, or “Fran” as many people know him, has been an Investment Advisor for 20 years. Throughout those years of gaining valuable industry experience he has developed and maintained a consistent and proven approach within his practice: listen and learn, create a bespoke client plan and stay disciplined.
Long term success for Fran's clients is driven not only from his extensive experience managing assets for a variety of types, including large corporate institutions, small business owners, group pensions, not for profit organizations and individual private clients, but can also be attributed to his experience trading all asset classes, including equities, bonds, options and currencies. Given he is also a licensed insurance advisor, Fran offers another dimension to planning strategies, fulfilling the insurance needs of clients as part of their comprehensive long term plan.
He believes that while his own knowledge is meaningful, it is more important to leverage available resources and form partnerships to surround himself with those whom have successful long term track records, specific expertise and relevant certifications. He is proud to have global portfolio managers, tax and estate specialists and key administrators contribute to his practice and are a valuable part of his management team.
Fran is married and lives in Oakville. His daughter, the oldest of three children, attends Brock University, his alma mater. His two sons keep him hopping from arena to arena, but he enjoys being an active member of the minor hockey community, both as a coach and rooting parent.