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Advisor

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Frank Sgro, BBA, CFP®, CIWM, FCSI, RIS
Investment Advisor, Aviso Wealth
Insurance Advisor, Alterna Estate Strategies

Frank.Sgro@alternawealth.ca
416.439.2989
BACKGROUND

With experience dating back to 1998, I remain driven by a single focus: helping members achieve their financial goals. I joined Aviso Wealth as an Investment Advisor in 2009 to make a meaningful difference in managing their financial affairs. With investment management and retirement planning expertise, I strive to create a successful investment and financial planning experience for my members.

I use a consultative approach along with my expertise as a Certified Financial Planner (CFP®) to assess each member's unique financial situation and priorities. I focus on adding true value by implementing customized tailored plans that guide them to achieving their long-term financial objectives.

EDUCATION

I earned a Bachelor of Business Administration degree from the Schulich School of Business. In addition to the CFP® designation, I am a Fellow of the Canadian Securities Institute, a Certified International Wealth Manager, and a Responsible Investment Specialist.

COMMUNITY IMPACT

I do considerable volunteer work as a mathematics tutor, providing mixed martial arts instruction, and supporting an animal shelter and rescue.


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https://www.ciro.ca/office-investor/know-your-advisor-advisor-report 

Alterna Estate Strategies is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of Alterna Estate Strategies are used under license by Aviso Insurance Inc. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Testimonials


We recently completed comprehensive estate planning with Frank Sgro and Peter Fraser and we couldn't be happier!

Together they helped us to clearly understand the tax and estate implications of our lifetime of financial hard work. The Plan they created summarizes all the estate costs, that we were unaware of. And to build a great solution to ensure the next generation of our family are well taken care of. We highly recommend the quality work done for our family.

ED and AD, Alterna Estate Strategies Clients

Your financial legacy is our priority. 

Experience customized financial management built through integrity, ethics and responsibility. Together, we design strategies that preserve and grow your wealth tailored to your unique goals. 

info@alternawealth.ca
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