Services – Francesco Coccimiglio

Comprehensive Financial Planning

This means reviewing the financial decisions you’ve made over the years, the goals you’ve set for yourself in the years to come, and the ways in which these reflect what is important in your life. Then I create “Your Plan” that will drive your investment strategy. To create “Your Plan” that will drive your investment strategy, we tailor our broad expertise to fit your unique needs.

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Investment Management

investment philosophy is founded on the principal of capital preservation and striving to own profitable businesses that return profits back to investors through a history of consistent and growing dividends. Your personalized investment strategy will be built on the goals and objectives set out in “Your Plan” With access to all available investment solutions including stocks, bonds, ETFs, mutual funds and alternative solutions, I am able to build a personalized portfolio for you.

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Exceptional Personal Service

We will communicate often, and I will be available to provide answers to any specific financial matters that may arise.

My service includes working with your accountants and lawyers to ensure that all tax and legal issues are handled in a timely and efficient manner. If you require referrals to other professional services, I will be able assist you in finding the right professional for your needs.

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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.

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