Franco focuses on working with clients to create long term personalized financial plans in addition to overseeing investment portfolio design. This means listening closely to each client’s goals, developing smart innovative strategies for those goals, and then doing exactly what he said he would do.
Franco is a Chartered Investment Manager (CIM) and Portfolio Manager, and has been in the financial services industry for over 40 years 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 has been with Raymond James for over 20 years.
In his free time Franco enjoys cycling, skiing and the occasional game of golf, and has recently taken up fly fishing. Franco has a passion for helping others today, to produce profound change in our world tomorrow. He is a mentor in Trinity Western University’s (TWU) student mentor program. Born and raised in Vancouver, Franco has been happily married to Karen for over 30 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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