Francis has been a contentedly accidental financial services professional for over 35 years. After university, he travelled extensively to find himself and determine what to do with an English literature degree. The only thing he was certain of was that his aversion to all things mathematical or scientific would dictate a career in the arts. Before long, his dwindling bank account dictated that he return to Canada, where he inexplicably found himself employed as a commodity futures trader.

Shortly thereafter, he made a move to the burgeoning mutual funds world and transitioned to the client facing side of the business. Ultimately, he became head of sales, marketing, and communications responsible for over 400,000 clients. Instrumental in the founding of the MFDA and subsequently running MFDA and IIROC dealers and subsequently owning a financial planning boutique, Francis has uncommon expertise across a broad spectrum of financial services practices.

His accomplishments include building the No.1 mutual fund brand in Canada by top-of-mind awareness and the recipient of multiple Dalbar awards as the best services provider in the country. He has written two books on personal finance that are informed by thousands of real conversations with real people in the real world. A keen observer of human nature, he has a unique talent for distilling seemingly complex financial concepts down to their essence in a way that resonates with everyday Canadians.

All work and no play make Francis a dull boy, so he likes to relieve stress by training Muay Thai and boxing. He is an avid traveller and considers it an important part of his ongoing education. As a devoted urbanite, he is always on the lookout for interesting restaurants to satisfy his foodie urges.

–Author of personal finance book “Am I Going To Be OK?” and soon to be released book “Earning an Outcome”.
-Past editor Financial Forum e-zine “Today’s Investor”
-“Money Doctor” Columnist for Stitches magazine distributed to 60,000 Doctors.
-Media appearances include Globe and Mail, National Post, Toronto Star, Canada AM, CBC Newsnet, ROB TV, CP24, Money Talk, MoneySense, Canadian Business, Venture, Wealth Professional Magazine -https://vimeo.com/342078848
-Numerous public speaking seminar and workgroup presentations to trade organizations, industry conferences and educational institutions