Francesco has built long lasting, trust-based relationships with his clients during his 15+ year career as a Portfolio Manager.
Professionalism, integrity and transparency are the core values that drive his interactions both personally and professionally.
Francesco Coccimiglio is currently a Portfolio Manager at Foster & Associates Financial Services in Toronto. The firm was established in 1994 by veteran portfolio manager Briar Foster who was disillusioned with firms that put profits ahead of their client’s interests. He wanted to create a truly independent investment dealer with a laser focus on the best interest of their clients. Today, the firm is led by Briar’s son, Christopher. He oversees a team of professional Portfolio Managers and Investment Advisors that work with Canadian families to help them meet their financial goals.
— Robert Kiyosaki
Foster is a Member of the Canadian Investor Protection Fund (CIPF). Customers’ accounts are protected by CIPF within specified limits. A brochure describing the nature and limits of coverage is available upon request or at www.cipf.ca.
Foster is a member of the Canadian Investment Regulatory Organization (CIRO), which is the national self-regulatory organization which oversees all investment dealers and trading activity on debt and equity marketplaces in Canada. CIRO holds its members to high ethical and professional standards, to help protect both investors and the capital markets
Foster & Associates has engaged business services from NBIN to help serve you as a client. NBIN services entail: Trading, Clearing (Delivery & Settlement of securities and assets), Segregation & Safekeeping of assets (Custodian), and Recordkeeping/Information services (Confirmations & Statements). NBIN is a division of NBF Inc. which is an indirect, wholly owned subsidiary of National Bank of Canada. National Bank of Canada is a federally chartered Schedule A bank and public company listed on the TSX. NBF Inc. is a member of, and regulated by, the Investment Industry Regulatory Organization of Canada (IIROC), the national self-regulatory organization that oversees all investment dealers and trading activity on debt and equity marketplaces in Canada. IIROC monitors each member’s business conduct was well as detailed ongoing assessments of its member’s monthly, quarterly and annual financial statements.
Disclaimer: This content is for general information purposes only and is not legal, financial, or tax planning advice. Everyone’s situation is unique, and this content cannot apply to every person. The reader should not take any action, or refrain from taking any action, as a result of this content without first obtaining legal or professional advice.
Estimates and projections contained herein represent the views of the writer and are based on assumptions that the writer believes to be reasonable. This information is given as of the date appearing on this report, and the writer and Foster & Associates Financial Services Inc. (“FOSTER”) assume no obligation to update the information or advise on further developments relating to securities.
This material is not intended to be relied upon as a forecast, research, or investment advice, and is not to be construed as an offer or solicitation for the sale or purchase of securities, or as a recommendation for you to engage in any transaction involving the purchase of any FOSTER product. Investors should carefully consider the risks of investing in light of their investment objectives, risk tolerance, and financial circumstances.