FRANCIS PELLEGRINO

My Background

As an Investment Advisor and Financial Planner at BMO, I have over 15 years of experience in providing highly personalized and responsible financial advice to families and small businesses. I am a Certified Financial Planner with a proven track record of helping high-net-worth clients optimize their investment strategies and achieve their financial goals. My mission is to build lasting relationships with my clients, based on trust, understanding, and tailored solutions. I recognize that each client has individual needs, values, and dreams, and I strive to create a comprehensive financial plan that reflects them. I also help my clients prepare for retirement, manage risk, reduce financial stress, and live like no one else. When not advising clients, I enjoy playing sports, spending time with my family, and supporting local establishments with my wife and friends.