Founding Partner, Senior Advisor / Investment Funds Advisor – Investia Financial Services Inc.
Sam’s mandate is servicing the financial needs of individuals, families, and companies with special attention to tax savings. He has developed relationships with major financial companies, both Canadian and international. This gives him the opportunity to create highly customized services for his clients.
Running a successful business, while married with 5 children, there is very little free time for Sam. Still, if he is not working, or having fun with his large family, he takes every moment for his third love – after family and business – golf.
B.Comm., Financial Advisor / Investment Funds Advisor – Investia Financial Services Inc.
Francesco prides himself on delivering unique and quality service to individuals seeking to save and reach financial goals. As a modern and driven financial advisor, he centers on building his clientele around young professionals. His focus lies within tax savings along with wealth, estate, and retirement planning. Francesco’s main goal is to execute a matchless plan for each of his clients by understanding their financial situations and supporting their financial goals. Attention to detail, good listening skills, and great empathy are symbols of appreciation by his clients.
Francesco is extremely family oriented, being the only boy of five children. He has mastered managing his time between family, business and enjoying any free time on the golf course.
Insurance and Segregated Fund Advisor
Frank is committed to staying on top of ever-changing trends and his expertise will assist you in making the sound financial decisions that will allow you to achieve your vision and live life to the fullest. He is ready, willing and able to meet at the time, and in the place, that is the most convenient for you.
Frank enjoys traveling, golfing and spending time with his wife and three sons.
Financial Advisor / Investment Funds Advisor – Investia Financial Services Inc.
Founding Partner, Life Insurance Consultant | Retired
With his experience, Ed has successfully assisted individuals, families and business owners to evaluate their plans to best meet their individual financial security needs. Having access to a broad range of Canadian and international financial companies, Ed can create customized financial solutions. Through regular follow-up service for his clients, Ed keeps them abreast of taxation issues.
Being a caring father, husband and proud grandfather of two takes most of Ed’s time while he is not in the office. Occasionally, on Friday, you can find Ed conducting his business out of his Muskoka cottage. And when the winter snow falls, Ed gears up to his avid passion for snowmobiling and cross-country skiing.
Tony Francis (1939-2016)
Founding Partner, F.L.M.I.
Tony left behind many legacies which included Legacy Financial Services with his partners Sam and Ed and Francis Insurance Agency, as well as several community organizations. His positive thinking and his passion for helping others will live on through his family and those who knew him. He was loved dearly and will be profoundly missed each and every day.
Life Insurance Consultant | Retired
Richard has served on the board and committees of numerous service clubs and not for profit organizations, both large and small.
Mutual funds products are offered through Investia Financial Services Inc.