MANAGING DIRECTOR, PORTFOLIO SERVICES
Frank Florio has been in the investment industry since 1989. He has been with Foster & Associates since it was formed in 1994. He became a Fellow of the Canadian Securities Institute ( FCSI ) in 1994 and received the Chartered Financial Analyst (CFA) designation in 1998. Frank is a member of the CFA Society Toronto.
With over 23 years of investment experience, Frank offers discretionary portfolio management services to a wide range of private client accounts. His clients and their mandates include fixed income portfolios for condominium reserve funds to growth and balanced portfolios for professionals and business owners. He believes that transparency, trust, accountability and performance are the foundation for building long lasting client relationships.
Frank is also a co-author of the firm’s Quarterly Strategy Report and oversees client reporting for portfolio accounts.