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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