Francisco Dias is an Investment Advisor who lives in the Fraser Valley and is passionate about helping local families and business owners achieve their financial goals and dreams. With over 20 years in the financial industry, Francisco has built strong, lasting relationships with his clients based on trust and aligned interests.
He holds the most widely recognized financial planning designation in Canada and worldwide; the Certified Financial Planner® (CFP) designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own.In addition, Francisco holds the Chartered Life Underwriter (CLU) designation. CLU designation holders are regarded as elite professional financial advisors who specialize in developing effective solutions for individuals, business owners, and professionals in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.
Francisco takes the time to get to know his clients. Through a methodical process, he gains an understanding of each client’s goals and unique financial circumstance. He then develops a personalized plan to help them achieve their goals which may include:
- Employing strategies for tax-efficient investing and wealth creation
- Managing risk through the use of insurance
- Weighing in on matters of personal finance such as managing debt or budgeting
- Planning for retirement
- Transitioning into retirement
- Business succession planning
- Leaving a legacy and estate planning
Francisco is proactive with his clients’ portfolios and adheres to a disciplined approach to ensure that they stay on course to reaching their financial goals. He stays well-informed on industry changes such as the introduction of new investment solutions, tax laws and government regulations, market corrections and the state of the economy – all of which could impact his clients’ success.
Outside of work, Francisco is an active member of the Fraser Valley community and he participates and volunteers in various fundraising and charitable giving events throughout the year. He is also a cyclist and is training for his first triathlon, as he strives to lead an active and healthy lifestyle.
Insurance and retirement, financial and estate planning are available through our wholly owned subsidiary, Odlum Brown Financial Services Limited.