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.
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.
Lawrence Hermis
Financial Securities Advisor
Lawrence Hermis is a Financial Securities Advisor who works with young professionals, young families, and skilled tradespeople to build strong financial foundations and clear paths toward long-term financial independence.
Mario Marra
Financial Securities Advisor
Mario Marra is a dynamic finance professional driven by a passion for helping individuals achieve their financial aspirations. He graduated from the University of British Columbia, where his pursuit of excellence extended beyond academics.
Kerri O'Rourke
Business Coordinator – Risk & Wealth Management
Kerri brings extensive experience in financial services, combined with a genuine passion for working with people. Known for her warm personality, creativity, and thoughtful approach, she helps deliver a personalized and welcoming client experience.
Jaccqueline Boulos
Director – Operations & Client Services | Risk Management & Insurance
Often the first voice you'll hear, Jackie brings decades of financial services experience, infectious energy, and a deep understanding of insurance and health benefits.
Natalie Thornhill
Supervisor – Wealth Management & Client Experience
Natalie leads our wealth administration and client experience strategies, from onboarding to the thoughtful details that make your journey with us smooth and personalized. With over 20 years of business and marketing expertise, she blends creativity and structure in everything she builds.
Stephanie Vaziri
Business Coordinator – Financial Planning, Risk & Wealth Management | Employee Benefits & Pension Support
With over 15 years of client relations and business support experience, Stephanie is known for her warm professionalism and ability to put clients at ease. She approaches each situation with empathy and a focus on practical solutions, making her an invaluable part of our day-to-day operations.
Rushit Goyani
Financial Planning Associate
Rushit is passionate about helping people achieve financial confidence through strategic planning and problem-solving. He holds a Bachelor’s in Business Management, a Postgraduate Diploma in Financial Services, and certifications including CSC, RFRA, and Chartered Financial Planner.
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