DeFrancesco & Associates Private Wealth Management offers a uniquely integrated approach to wealth planning for high net-worth professionals and families. Think of us as your personal CFO. We respond quickly when you contact us, whether it’s to talk about taxes, your estate, retirement, cash flow, investments, property or vehicle purchases or your overall financial goals. We’ll regularly monitor your portfolio to keep it aligned with your circumstances and goals, and with current markets. We work with you, not for you—because your wealth is part of your life, and not just something to be managed.
Peter DeFrancesco has been helping high net-worth professionals, business owners and families manage their wealth since 1997. His detailed and highly refined approach to wealth management consistently exceeds clients’ expectations.
Peter specializes in tax, estate and retirement planning. He is a contributing author to financial textbooks and courses for the Canadian Securities Institute, he teaches Personal Financial Planning and he delivers seminars on tax, investment and retirement planning to businesses. An avid reader, Peter keeps scrupulously up to date on relevant financial trends to give his clients the best financial advice.
Peter, his wife and three children live north of Mississauga. A former Ontario squash champion, he now coaches youth squash at a local club. Peter has supported art exhibits for kids as a Williams Mill Visual Arts Centre board member. He enjoys playing sports with his children, fine dining with his wife and making his famous lattes and affogatos for his friends.
Richard Gray has worked in financial services since 2007. At DeFrancesco & Associates Private Wealth Management, he works hard for clients; anticipating details, initiating strategies and building financial planning structures. Richard does flawless paperwork and ensures client requests are taken care of accurately and efficiently.
Richard studied Mathematics at the University of Guelph before specializing in Financial Planning. He received the CLU designation, which is Canada’s premier wealth transfer and estate planning designation and he currently studies Business at Tyndale University. Guided by a strong entrepreneurial spirit, he builds retirement plans for clients using industry-leading software.
Richard and his wife have one son. In his spare time, he enjoys reading, dancing, music and muay thai kickboxing.
Vandana joined Investors Group in October of 2014. She studied Economics before post graduating in Business Administration. She has a passion for providing accuracy in client service and administration.
Her acute attention to detail combined with a stellar work ethic enable her to help the team achieve the highest level of service for clients. She works diligently to stay knowledgeable about industry leading technology and policy changes.
Vandana and her husband enjoy going for walks with their golden retriever. In her spare time, she enjoys painting, listening to music and cooking.
Lena joined Investors Group in June 2011. She provides knowledge and expert advice for clients’ credit needs. Lena works with both the Mississauga West and Burlington Investors Group offices.
Prior to joining Investors Group, Lena was a Personal Banker with a major bank where she started her career in 1998. Lena’s knowledge of banking products with a focus on lending provides clients with valuable credit options and solutions.
Lena completed her Business Administration diploma at Humber College where she specialized in finance and economics and graduated with honors.
Lena volunteers with the Children’s Aid Society in Peel with her region office.
Tony has been an Insurance Planning Specialist at Investors Group since 2007 for both Toronto Central and Mississauga West regional offices, acting as a liaison for Investors Group Consultants, sharing his wide knowledge in developing their insurance business.
Having worked in the financial and insurance industry for over 20 years, Tony has amassed a wealth of experience in client and Consultant relations.
Tony has had over ten years of experience as an Individual Insurance Advisor, which has made him proficient in marketing and selling insurance directly to clients.
Tony graduated with an Honours degree in Marketing at York University and has successfully earned the CFP and CLU designations.
Sky joined Investors Group Securities Inc. in May 2016. He began his investment career in 2005 as a financial advisor in an independent financial institution. Prior to joining in Investors Group, Sky was an investment strategist with a major bank’s wealth management division. Sky received his Master of Finance degree from Rotman School of Management, the University of Toronto. Additionally, Sky holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations.
Each member of our team is backed by a team of professionals with specialized expertise in tax and estate planning, securities*, insurance protection, investment lending, business succession planning and more. In some situations it may also make sense to involve your own accountant or lawyer to ensure a coordinated approach to managing your wealth.
* Brokerage offered through Investors Group Securities Inc. ( in Québec, a firm in financial planning ).