Whatever your goals are, we take the time to understand what you would like to accomplish with your wealth and legacy. We will help you manage your investments, plan for your retirement and legacy and protect your financial future.
Francisco began his financial services career in 1987 and has been a Financial Advisor since 1995. He provides his clients with customized and comprehensive financial solutions and services to meet their unique goals and objectives.
He has devoted a great time on education and continuing education, he obtained his Certified Financial Planner (CFP) in 1998, his Canadian Investment Manager (CIM) in 1998 and has been a Fellow of the Canadian Securities Institute (FCSI) since 2005.
Francisco lives in Elora, enjoys spending his free time reading, entertaining and travel and loves golf.