Profile
"West Oak’s success has come from always putting our clients’ best interests first and always finding ways to improve and add more value to them"
Andrew mcquiston,
west oak family office, wellington-altus private wealth
Patience, empathy and knowledge are the qualities that Francine Dick brings to the table. As a single mother who has raised three children on her own, she understands the demands of challenging times and the need to be prepared for life’s uncertainties. She has deep connections with her clients and finds satisfaction in helping them prepare a solid plan for the future, based on their needs and desires. She specializes in socially responsible investing, preferring investments that meet environmental, social and governance standards.
A compulsive volunteer, Francine was awarded the Canada 125 Medal and the Queen Elizabeth II Diamond Jubilee Medal for community service. Upon winning Alterna Savings and Credit Union’s first Community Social Responsibility Idol award, she travelled to the Philippines with the Canadian Co-operative Association to observe the benefits of people working together for their mutual benefit. A member of the Centre for Social Innovation, she maintains a personal and professional outlook that reflects her concern for social development.
Francine was born and raised in Toronto and lives in the Roncesvalles-Parkdale neighbourhood. She loves the energy and diversity of city life.
425-6755 Mississauga Road, Mississauga, ON L5N 7Y2
647 897 6471
francine.dick@cartewm.com
ca.linkedin.com/in/francinedick
, dlittle.ca
Francine Dick,
CFP
Financial Advisor
Carte Wealth Management
Read on
Special Report
Home
Bio
Milestones
Profile
Patience, empathy and knowledge are the qualities that Francine Dick brings to the table. As a single mother who has raised three children on her own, she understands the demands of challenging times and the need to be prepared for life’s uncertainties. She has deep connections with her clients and finds satisfaction in helping them prepare a solid plan for the future, based on their needs and desires. She specializes in socially responsible investing, preferring investments that meet environmental, social and governance standards.
A compulsive volunteer, Francine was awarded the Canada 125 Medal and the Queen Elizabeth II Diamond Jubilee Medal for community service. Upon winning Alterna Savings and Credit Union’s first Community Social Responsibility Idol award, she travelled to the Philippines with the Canadian
Co-operative Association to observe the benefits of people working together for their mutual benefit. A member of
the Centre for Social Innovation, she maintains a personal and professional outlook that reflects her concern for
social development.
Francine was born and raised in Toronto and lives in the Roncesvalles-Parkdale neighbourhood. She loves the energy and diversity of city life.
Milestones
2018-2022
Insurance Business Magazine | Key Media
Vice president, sales (Ontario/Alberta)
at Brompton Funds
2018-present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
1985-2022
Ted Talk in collaboration with key media
Fortune Financial was sold to Dundee Wealth (1999), which sold it to Scotia Capital (2012), which sold it to iA Private Wealth (2018)
Recognized as one of Canada’s 50 Top Financial Advisors in 2016
Inducted into Wealth Professional’s Hall of Fame in 2017
Received the Invesco Lifetime Achievement Award
in 2018
Named as Finalist in Canada’s Top Advisors (year) and Finalist in Canada’s Client Loyalty
Awards (year)
Recognized as one of Wealth Professional’s 5-Star Advisors in 2021 and 2022
1985-present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
1991-1995
Ted Talk in collaboration with key media
AIC
1991-1995
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2022
Ted Talk in collaboration with key media
Finalist, Advisor of the Year,
Responsible Investments
2022
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2020
Ted Talk in collaboration with key media
Finalist, Wealth Professional Advisor of the Year – Responsible Investments
2020
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2020
2022
1991–1995
1985–present
2018–present
Francine Dick, CFP
Financial Advisor
Carte Wealth Management
Read on
Special Report
Home
Bio
Milestones
Profile
Patience, empathy and knowledge are the qualities that Francine Dick brings to the table. As a single mother who has raised three children on her own, she understands the demands of challenging times and the need to be prepared for life’s uncertainties. She has deep connections with her clients and finds satisfaction in helping them prepare a solid plan for the future, based on their needs and desires. She specializes in socially responsible investing, preferring investments that meet environmental, social and governance standards.
A compulsive volunteer, Francine was awarded the Canada 125 Medal and the Queen Elizabeth II Diamond Jubilee Medal for community service. Upon winning Alterna Savings and Credit Union’s first Community Social Responsibility Idol award, she travelled to the Philippines with the Canadian Co-operative Association to observe the benefits of people working together for their mutual benefit. A member of the Centre for Social Innovation, she maintains a personal and professional outlook that reflects her concern for
social development.
Francine was born and raised in Toronto and lives in the Roncesvalles-Parkdale neighbourhood. She loves the energy and diversity of city life.
Milestones
2018-2022
Insurance Business Magazine | Key Media
Vice president, sales (Ontario/Alberta) at Brompton Funds
2018-present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
1985-2022
Ted Talk in collaboration with key media
Fortune Financial was sold to Dundee Wealth (1999), which sold it to Scotia Capital (2012), which sold it to iA Private Wealth (2018)
Recognized as one of Canada’s 50 Top Financial Advisors in 2016
Inducted into Wealth Professional’s Hall of Fame in 2017
Received the Invesco Lifetime Achievement Award in 2018
Named as Finalist in Canada’s Top Advisors (year) and Finalist in Canada’s Client Loyalty Awards (year)
Recognized as one of Wealth Professional’s 5-Star Advisors in 2021 and 2022
1985–present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
1991-1995
Ted Talk in collaboration with key media
AIC
1991-1995
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2022
Ted Talk in collaboration with key media
Finalist, Advisor of the Year, Responsible Investments
2022
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2020
Ted Talk in collaboration with key media
Finalist, Wealth Professional Advisor
of the Year – Responsible Investments
2020
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2020
2022
1991-1995
1985-present
2018–present
Francine Dick, CFP
Financial Advisor
Carte Wealth Management
Read on
Special Report
Home
Bio
Milestones
2018–present
1985–present
1991–1995
2022
2020
2018-2022
Insurance Business Magazine | Key Media
Vice president, sales (Ontario/Alberta) at Brompton Funds
2018-present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
1985-2002
Human Resources Magazine | key media
Fortune Financial
Fortune Financial was sold to Dundee Wealth (1999), which sold it to Scotia Capital (2012), which sold it to iA Private Wealth (2018)
Recognized as one of Canada’s 50 Top Financial Advisors in 2016
Inducted into Wealth Professional’s Hall of Fame in 2017
Received the Invesco Lifetime Achievement Award in 2018
Named as Finalist in Canada’s Top Advisors (year) and Finalist in Canada’s Client Loyalty Awards (year)
Recognized as one of Wealth Professional’s 5-Star Advisors in 2021 and 2022
1985-present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
1991-1995
Human Resources Magazine | key media
AIC
1991-1995
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2022
Human Resources Magazine | key media
Finalist, Advisor of the Year, Responsible Investments
2022
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2020
human resources | key media
Finalist, Wealth Professional Advisor of the Year – Responsible Investments
2020
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Milestones
askfrancine.ca