Educators Financial Group
Franc Oliveri, CFP®, CFDS, serves as the Director of Client Advisory Services at Educators Financial Group, providing professional financial advice to education members in York Region. Since October 2018, Franc has established workshops and webinars for a prominent union and advised on retirement, investment, estate, and tax planning. Prior experience includes holding senior financial advisor positions at Scotiabank, where Franc was recognized for top performance in the Toronto Region and managed over 600 clients. Franc began the career in customer service and automotive maintenance, showcasing strong relationship-building and operational skills. Educated at York University and Seneca Polytechnic with degrees in Finance and General Studies, Franc's diverse background contributes to a robust financial advisory skill set.
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Educators Financial Group
If genuine understanding can only come from experience, then at Educators Financial Group, we’re proud to say we’ve been living and breathing the world of the education community since 1975 Owned by the Ontario Secondary School Teachers' Federation (OSSTF), Educators Financial Group administers more than $1 billion in assets for over 18,500 clients across all OTF (Ontario Teachers’ Federation) affiliates. We offer comprehensive financial planning and a wide selection of investing and lending products and services (including lower investment fees and mortgage rates, plus a range of educator-specific financial literacy resources) geared exclusively towards Ontario education members and their families. Whether you need expert advice on pension income maximization, planning your 4 over 5, summer cash flow challenges, how to minimize tax on gratuities, or any other educator-specific topic – we can answer your question and, more importantly, help you to achieve your financial goals. Brokerage license #12185 Follow us: Facebook: Educators Financial Group X: @EducatorsFG Instagram: @EducatorsFG Sign up for eNews, our electronic newsletter: EducatorsFinancialGroup.ca/eNews