Frank P. Sgro





Profile

Frank P. Sgro, BBA, CFP, CIWM, FCSI

Investment Advisor, Qtrade Advisor

Frank Sgro is a seasoned advisor at Alterna Savings and Credit Union. He brings more than 20 years of industry experience to his role, having worked with some of Canada's major financial institutions.

Frank believes that having current investment and financial planning knowledge is vital when it comes to developing an investment plan that's right for you. Frank is a graduate of the Schulich School of Business at York University with a specialty in corporate finance and has many industry designations. He is a Certified Financial Planner® professional, Certified International Wealth Manager (CIWM), a Fellow of the Canadian Securities Institute and has expertise in investment services, financial planning and estate planning.

Frank's commitment extends beyond his work and into the community. He volunteers as a mathematics tutor to youth at both the elementary and high school level.

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Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.  Financial planning services are available only from Qtrade Advisor Investment Advisors who hold financial planning accreditation from applicable regulatory authorities.