Investment Advisors

Frank Sgro

Frank Sgro, BBA, CFP®, CIWM, FCSI, RIS

Investment Advisor, Credential Securities




I joined Credential Securities as an Investment Advisor in 2009 to make a meaningful difference for members regarding their financial affairs. Using my investment management and retirement planning expertise, my goal is to create a successful investment and financial planning experience for members.

I use a consultative approach that aligns my expertise as a Certified Financial Planner (CFP) with my members’ unique financial situation and priorities. I’m passionate about adding true value by implementing a tailored plan that helps members achieve their long‐term financial objectives.


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 and a Certified International Wealth Manager.



I do considerable volunteer work in the areas of mathematics, mixed martial arts instruction and animal shelters/rescues.

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

IIROC Advisor Report

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