WHO WE SERVE – Francesco Coccimiglio

Professionals

Wealth guidance for life’s more complex chapters.

Business Owners

Your business and personal wealth are connected. We help align decisions across both.

Retirees

Confidence, income, and peace of mind matter most. We help you navigate this stage with clarity.

Families

Balancing priorities across generations requires thoughtful planning. We help keep everything aligned.

Ideal Clients

We work best with people who:

Value advice

Seek clarity

Appreciate a relationship-based approach

Want confidence in decision-making

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

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