Our Team
Joseph A. Francese, BA, CFP, CFA
Chief Investment Officer
Mr. Francese is Chief Investment Officer of PROFORMA Capital Inc. and, along with his partners, manages two proprietary high-income funds for institutional and high-net-worth investors. As CIO, Mr. Francese chairs the investment committee and is responsible for analyzing and monitoring existing and prospective investments, as well as developing investment strategies.
Joe's expertise and experience has been sought after in the past being quoted numerous times in the Edmonton Journal and Sun, contributing many articles on financial planning to the St. Albert Gazette and was a regular guest for 5 years on "Help TV", a nationally broadcasted television show.
As an active member of the community, Joe is involved in many community and professional activities, currently as Vice-President of the Edmonton CFA Society and a Director of Kids Kottage Foundation. In the business community, Joe sits on the board of directors of Titan Trading Analytics (TTA.V), a publicly traded company and EasyRock Products, a private manufacturing company.
Joe holds a BA in Economics from the University of Alberta, Certified Financial Planner (CFP) designation and is a Chartered Financial Analyst (CFA) Charterholder.