As Senior Investment Counsellor for RBC PH&N Investment Counsel, Francis provides comprehensive discretionary investment management for high net worth clients and their families throughout Canada, U.S. and abroad.
Working with a relatively small client base allows Francis to develop personal relationships with each of his clients. His career in financial services has honed his ability to understand client goals and translate them into well-executed investment strategies, backed by the resources of a global and highly respected financial institution.
A Chartered Financial Analyst (CFA), Francis is supported by an extensive team of individually selected investment managers in key global markets, as well as tax, financial and estate planning specialists.
Francis joined RBC in 1991. He obtained a Bachelor of Commerce in Finance/Marketing from HEC Montreal. He is a member of the CFA Institute and CFA Montréal. Prior to being an Investment Counsellor, Francis held positions of increasing importance within RBC, including Branch Manager, Credit Specialist, Assistant Manager, International Services and Private Banker.
