Big Picture Thinking

Complex Wealth. Simplified.

What We Do For Clients

A boutique approach to organized, thoughtful decision-making.

Investments

Strategies built for performance, discipline, and long-term growth
01
Discretionary Portfolio Management Services
02
Alternative and Dividend Strategies
03
Custom Asset Allocation with Performance Monitoring
04
Cutting Edge Technical Analysis and Research on all Investments
05
Access to Top-Tier Investment Managers

Taxes

Proactive planning to minimize tax drag and maximize what you keep
01
Assist in Minimizing Annual tax impact
02
Positioning Now for Lower Taxes in the Future
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Tax Minimization Strategies at Distribution

Estate

Protecting your legacy and ensuring your wishes are carried out
01
Philanthropic Strategies for Now and Legacy Later
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Family Meeting and Constitution Hosting and Planning
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Estate Protection Strategies
04
Legacy Creation and Protection Strategies

Lifestyle

Financial decisions that support how you actually want to live
01
Primary Caregiver Transitions Coaching through our referred partners
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Leverage Evaluation and Debt Management
03
Longevity Analysis and Happy Living Strategies

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Who We Serve

Professionals
Business Owners
Retirees
Families

A Trusted Guide for Complex Financial Decisions

Boutique advice for people seeking clarity, disciplined oversight, and a steady hand through important wealth decisions.
Francesco Coccimiglio

Francesco Coccimiglio

Portfolio Manager
Foster & Associates

Francesco Coccimiglio is currently a Portfolio Manager & Senior Investment Advisor 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.

Let’s Bring Clarity to Complex Wealth

Designed to feel calm, premium, and reassuring—just like your client experience.
© 2026 Francesco Coccimiglio. All right reserved.