Francisco Dias is a Portfolio Manager who lives in the Fraser Valley and is passionate about helping local families and business owners achieve their financial goals and dreams. With over 20 years in the financial industry, Francisco has built strong, lasting relationships with his clients based on trust and aligned interests.
He holds the most widely recognized financial planning designation in Canada and worldwide; the CERTIFIED FINANCIAL PLANNER® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. In addition, Francisco holds the Chartered Life Underwriter (CLU) designation. CLU designation holders are regarded as elite professional financial advisors who specialize in developing effective solutions for individuals, business owners, and professionals in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.
Francisco takes the time to get to know his clients. Through a methodical process, he gains an understanding of each client’s goals and unique financial circumstance. He then develops a personalized plan to help them achieve their goals which may include:
- Employing strategies for tax-efficient investing and wealth creation
- Managing risk through the use of insurance
- Weighing in on matters of personal finance such as managing debt or budgeting
- Planning for retirement
- Transitioning into retirement
- Business succession planning
- Leaving a legacy and estate planning
Francisco is proactive with his clients’ portfolios and adheres to a disciplined approach to ensure that they stay on course to reaching their financial goals. He stays well-informed on industry changes such as the introduction of new investment solutions, tax laws and government regulations, market corrections and the state of the economy – all of which could impact his clients’ success.
Outside of work, Francisco is an active member of the Fraser Valley community and he participates and volunteers in various fundraising and charitable giving events throughout the year. He is also a cyclist and is training for his first triathlon, as he strives to lead an active and healthy lifestyle.
Insurance and retirement, financial and estate planning are available through our wholly owned subsidiary, Odlum Brown Financial Services Limited.
What Others Are Saying
“I have been a client a Francisco Dias’s for 15 years. I chose to follow him to Odlum Brown and for the past year, have been extremely happy with what both he, personally, and the company have done for me. Francisco balances his interest in the individual with the investments that are entrusted to him.”
– L.B.
"We are lucky to be able to benefit from Francisco’s knowledge and professionalism. We would not be where we are financially if we had not found him many years ago. He has sculpted our finances allowing us to retire early and he is always on top of what is best for us. Thank you to Francisco for putting us first, we have 100% trust in him and his knowledge of the financial world, and the move he made to Odlum Brown has strengthened our trust and the confidence we have in his judgement. Not everyone can say they trust their financial advisor like we can and for that, we are very proud of our relationship.”
– K.N. & F.N.
“I have known Francisco for approximately fifteen years and have found him to be very personable, open, honest and trustworthy. I feel confident that Francisco understands my financial needs and always has my best interests at heart. I feel safe and comfortable entrusting Francisco with my finances and I very much value his friendship. I hope to continue retaining his services for many years.” – C.M.
“Francisco Dias has been our financial advisor for almost 20 years. He treats our money like his own and we value his opinion and sound advice. Thank you Francisco for so many years of financial security.”
–W.P. & J.P.
“Francisco has been our financial advisor in excess of fifteen years and we have relied on his expertise encompassing our investment activities. His timely response to requests and/or changes has been exceptional and for these reasons, we have not hesitated to recommend Francisco to our family members and many friends.”
– F.B. & G.B.