Directors
Our company, directors and advisors are about you. Our goal is to enhance your burgeoning investment portfolio. Management's primary goal is to ensure that our advisors provide independent, objective and unbiased advice and service. We are committed to this goal and our company's directors are held accountable to achieve it.
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Mario Frankovich - President, Chairman & CEO |
| Mario Frankovich, earned a B.A. in
History and English as well as an Bachelor of Commerce and an MBA.
He also lectured in finance for six years at Wilfrid Laurier University.
He holds a CFA and has more than 20 years experience in the investment
industry in retail sales, investment management and corporate finance.
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Morris Vaillancourt - Director, CFO & Vice
President Morris Vaillancourt is no stranger to success. He achieved Million Dollar Round Table status and President's Council at a large life insurance company. He is the founding member of a recognized mutual fund company and counts numerous sales and educational awards to his credit. Read More... |
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Peter Long - Director, Vice President and Branch Manager Peter Long has over 18 years of investment advisory experience. He holds the Registered Financial Planner (RFP) designation, the Certified Financial Planner (CFP) designation and the Certified Senior Advisors (CSA) designation. Peter is an author and has also appeared on television and radio. Read More... |
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David Ellerby - Director, Vice President, Compliance David Ellerby has more than 40 years experience in the investment industry, including stock and bond trading, institutional and retail sales and portfolio management. For 14 years he served as the Chief Investment Officer within the Canadian Credit Union system. He brings his wide range of experience and accumulated knowledge to his role as Compliance Officer. Read More... |
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Lynn Travis - Operations Manager Lynn Travis has more than 10 years in the financial industry and has been licensed as a stock, commodities, futures and options trader. She joined Burgeonvest in 1998. Lynn is often the operations face of Burgeonvest, dealing with clients and advisors on a wide range of service issues and questions. Read More... |