Frank P. Sgro


Introduction

Frank serves the Danforth, Peterborough Community Savings, Scarborough and York communities. Frank is a seasoned Investment Advisor at Alterna and believes that having current investment and financial planning knowledge is vital when it comes to developing an investment plan that’s right for you. For over 20 years, Frank has been working with members to preserve and grow their wealth by providing them with holistic financial planning and money management services. With his advice and a tailored financial plan, Frank can get members on the path to achieving their financial goals and objectives.


Frank’s financial advice: “Stick to the plan, don’t deviate from the plan and trust in the plan. And by plan, I mean financial plan!”

Fun Facts

- The number one thing on Frank’s personal bucket list is to reach inner peace. On his work bucket list, it would be to hear someone say, “Thanks for telling me to stick to the plan!”

- You might not know it, but Frank does Mixed Martial Arts!

- Frank loves working at Alterna because of the relationships he gets to build with members and clients. He says that’s the most satisfying part of his job and the trust they give him is a big deal.

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* Representative of Alterna Savings and Qtrade Advisor.

Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.”