Our Principals
Franco Frangione
Franco Frangione has been providing his clients with expert advice regarding their investments, insurance and estate planning for 30 years, as the President of Canada Retirement Information Centre.
Franco believes that integrity and honestly are vital to being a great financial advisor. A graduate of Carleton University, Franco has had the pleasure of advising people in the Ottawa and surrounding area, through a variety of TV and radio forums including CFRA’s Experts on Call and local television program Focus on Retirement. With his caring, and client focused approach, Franco is committed to helping his clients fulfill their retirement goals.
Franco is a devoted family man who loves spending all his spare time to his two children Anna and Vincenzo. Franco is happiest when he is coaching his son’s basketball team, attending a dance recital for his daughter or helping out in the community
FRANCO LIVES BY THE GOLDEN RULE OF “DO ONTO OTHERS AS YOU WOULD HAVE THEM DO UNTO YOU”
Louis Sousa
Louis Sousa’s background with one of the world’s largest financial institutions has equipped him with the knowledge and experience to steer his clients in the right direction. His down-to-earth approach to retirement income planning is very refreshing in this era of hype.
Financial Horizons Diamond Club member- one of only 63 advisors who hold this distinction across Canada.
An accounting graduate, Louis has the ability to maximize his client’s retirement income, and lower their taxes. His strength is in understanding his client’s needs and his sincere interest and attention to his client’s concerns. Clients are so pleased with his work ethic and excellent follow through that they are constantly recommending Louis to their friends and colleagues.
Louis, together with his wife Rita and children Victoria and Michael, enjoy travelling, entertaining family and friends and of course listening to Louis’s beloved Rolling Stones.