Fostering Excellence: Our Team, Our Commitment

Welcome to WealthViser Private Wealth, where we place our team at the heart of everything we do. As a client- centric financial services firm, we believe that a thriving team is the cornerstone of delivering exceptional service. Here's a glimpse into our team philosophy.

Our Team Philosophy

Cultivating Open Communication: At WealthViser Private Wealth, we embrace a culture of open and honest communication. This encourages collaboration and innovation among our team, ultimately enhancing the experience we provide to our clients.


Encouraging Our Team To:

Take Ownership: Each team member holds a vital role in our collective success. We empower our team to take full ownership of their roles, fostering a sense of responsibility that translates into excellence for our clients.

Embrace Continuous Improvement: Growth is a journey, not a destination. We challenge our team members to continually improve, both professionally and personally, enhancing their overall well-being.

Arrive Energized and Inspired: We want our team to start each day feeling energized and inspired. Our workplace is designed to spark creativity and collaboration, ensuring our team is ready to exceed the expectations of our valued clients.

Why Our Team Matters

The success of WealthViser is a testament to the passion and dedication within our team. By prioritizing well-being and fostering a culture of ownership and growth, we create an environment where excellence is second nature.

Considering a Partnership with WealthViser Private Wealth?

Whether you're a current client or considering our services, know that our commitment to excellence extends to every facet of our organization. Join us in shaping a future where success is not just achieved, but continually pursued.


Franco Caligiuri

President & Lead Financial Security Advisor

Franco Caligiuri is at the helm of WealthViser Private Wealth Corp, bringing over 25 years of invaluable industry experience to his role as President and Lead Financial Security Advisor.

Expertise in Financial Education and Consulting

Nationally Recognized Educator: Franco is not just an advisor; he is a nationally recognized financial educator. His passion for empowering individuals with financial knowledge has made him a sought-after consultant in the field.

Specialization in Estate and Charitable Tax Planning: Franco's expertise lies in estate and charitable tax planning, where his strategic insights have been instrumental in helping clients navigate complex financial landscapes.


Wealth Management Mastery

Tailoring Financial Strategies: Franco excels in tailoring comprehensive wealth management strategies that align with the unique financial goals and aspirations of our clients.

Navigating Market Dynamics: With a keen understanding of market dynamics, Franco provides strategic insights that empower clients to make informed decisions in the ever-evolving financial landscape.


Published Authority

Contributions to Prominent Publications: Franco's expertise extends beyond consultations. His insights and wisdom have graced the pages of renowned publications such as “Money Sense,” “Business in Vancouver,” and "Wealth Professional Magazine."


Franco Caligiuri's leadership and dedication make him an indispensable asset to WealthViser Private Wealth Corp. His commitment to education, strategic planning, and industry excellence sets the standard for financial advisory services.

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Ragini Patel

Investment Processing Specialist

With over 17 years of invaluable industry experience, Ragini Patel serves as the Investment Processing Specialist at WealthViser Private Wealth.


Professional Journey

Versatile Background: Ragini brings a wealth of expertise to her role, having served in various capacities in the financial industry. Her journey includes roles such as Investment Sales Support Associate at Great West Life, Admin Associate at Granville West Group, and Estate Planning Assistant at RBC.

Client-Centric Approach: Ragini's career has been marked by a steadfast commitment to enhancing the client experience. Her passion for delivering top-notch service makes her an invaluable asset to WealthViser Private Wealth.


Industry Expertise

Extensive Knowledge: Ragini's extensive industry knowledge is built on a solid foundation of hands-on experience. Her insights into investment processing contribute significantly to the seamless functioning of our wealth management operations.

Perfect Fit for WealthViser Private Wealth: Ragini's unique blend of experience and passion aligns perfectly with the values and goals of WealthViser Private Wealth. She plays a pivotal role in ensuring our clients receive unparalleled service.


Beyond the Office

Personal Interests: Beyond her professional endeavors, Ragini finds joy in spending quality time with friends and family. Her balanced approach to life reflects her dedication to both personal and professional excellence.


Ragini Patel's dedication to her craft and commitment to client satisfaction make her an integral part of the WealthViser Private Wealth team, contributing to the seamless and client-focused operation of our investment processes.


Carrie Caligiuri

Insurance Processing Specialist and Office Manager

Carrie Caligiuri brings a wealth of experience and dedication to her dual role as Insurance Processing Specialist and Office Manager at WealthViser Private Wealth.


Professional Journey

Founding Years at Caligiuri Financial Group: Carrie embarked on her career journey by providing crucial support to Franco Caligiuri in the financial industry. In 2005, she took on an administrative role at Caligiuri Financial Group, laying the foundation for her extensive expertise in the field.

Balancing Business and Family: In 2009, Carrie's priorities shifted towards family, leading her to focus on raising her children. However, her commitment to supporting Franco's business never wavered. She continued to contribute behind the scenes, handling payroll, managing corporate records, and assisting with budgeting and financial forecasting.


Expertise in Insurance Processing

Attention to Detail: Carrie's meticulous attention to detail is a cornerstone in ensuring the accuracy and efficiency of our insurance processing services. Her expertise enhances the company's ability to provide comprehensive support to clients in the insurance domain.

Operation Manager at WealthViser Private Wealth: Building on her years of experience, Carrie now serves as the Operation Manager at WealthViser Private Wealth. In this role, she continues to provide invaluable support to Franco and assists in addressing client inquiries.


Beyond the Office

Personal Interests: Outside the office, Carrie finds joy in gardening and spending quality time with her children. Her diverse interests also include catching up on Taiwanese TV shows during her free time.


Carrie Caligiuri's dedication, wealth of experience, and attention to detail make her an indispensable asset to the WealthViser Private Wealth team. Her multifaceted role ensures the seamless operation of insurance processes and effective office management.

Ready to Transform Your Financial Future?

Choose WealthViser as your strategic partner on the path to financial independence. Contact us today for a consultation and experience the difference of planning with purpose.


Financial Success In An Uncertain World

Suite #900 - 2025 Willingdon Ave

Burnaby, BC, V5C 0J3 Canada


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