Franco focuses on collaborating with you to create a long-term, personalized financial plan that guides and complements the investment portfolio design. This means listening closely to your goals, developing smart, innovative strategies to achieve them, and ensuring that, together, we do exactly what we agreed to.
Franco is a Chartered Investment Manager (CIM) and Portfolio Manager with over 40 years of experience in the financial services industry, serving successful investors and their families. As a young man, Franco spent the first 10 years of his career as a Floor Trader on the Vancouver Stock Exchange (VSE) and, since then, has been with Raymond James for over 25 years.
In his free time, Franco enjoys keeping fit with a bit of cycling, skiing, and the occasional game of golf. Fly fishing provides him with quiet, contemplative breaks from daily routines. Franco has a passion for helping others and believes that the ripples we create today will produce profound change in our world tomorrow. He has been a mentor in Trinity Western University’s (TWU) student mentor program for over 20 years. Born and raised in Vancouver, Franco has been happily married to Karen for over 40 years. Their three sons, Zak, Josh, and Sam, are young adults who live in Vancouver.
Franco's Coffee Break Segment
Franco's Wealthy Life Segement
Our Founder's Video
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements.
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
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