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Joseph Frangione

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Welcome Video

 

[On screen: Fade in to a gleaming silver signage of CIBC Wood Gundy, reflecting the refined interior of a financial institution. Cut to a bronze sculpture of a bull and bear in a dynamic struggle, symbolizing the fluctuating nature of financial markets. ]

 

[music]

 

[On screen: Senior Wealth Advisor, Joseph Frangione, is introduced, seated comfortably in his well-appointed office, radiating confidence and expertise. ]

 

JOSEPH FRANGIONE: Throughout my career, my focus has been, how can I make a difference today? What better feeling is there than to assist our clients and help people?

 

[On screen: Joseph greets someone warmly, his face lit with a genuine smile, inviting trust and a personal connection. A vibrant couple cheerfully celebrates on a yacht, embodying the joys of financial freedom and the pleasures of life. ]

 

JOSEPH: Many individuals have spent 25 to 30 years working to accumulate assets and acquire wealth. As people retire, they start to enjoy life a little more and spend more time with loved ones. They've made sacrifices to raise their family, to pay off debt, and to put their kids through post-secondary school.

 

[On screen: Back to Joseph, diligently at work wearing a headset, engaged in an important conversation, showcasing his commitment to client service. Next, a pair of hands holds a colorful financial plan. Followed by a transition to a close-up of financial charts, graphs, and numbers, highlighting the detailed analysis behind every informed investment decision. ]

 

Others may just be starting their journey, examining the many financial options that are out there. Whether you are an established investor or just starting to explore your financial decisions, we want to assist and get you moving in the right direction.

 

[On screen: Joseph is seen from behind, focused intently on a large monitor displaying an array of market trends and investment data. ]

 

As someone who's been working as a financial advisor the past 25 years, my enthusiasm has not waned, and I still enjoy working very hard for my clients. Helping them fulfill their investment needs and make smart financial decisions. All while helping them navigate life's unexpected events and challenges.

 

[On screen: A serene scene of a family standing together by the harbor, gazing out at the boats, symbolizing unity, legacy, and the future. Back in the office, Joseph Frangione stands confidently before a digital screen, hands expressively mid-gesture, emphasizing a point in his presentation. ]

 

Imagine being able to encompass all of your financial needs in one place. We want to simplify your life and put you at ease through our holistic plan.

 

[On screen: Switch to a serene golf course with a golfer in mid-swing, surrounded by towering palms and rugged mountains, epitomizing leisure and enjoyment of life's finer moments. An awe-inspiring aerial view of a bustling cityscape glows in the warm light of the setting sun, showcasing the heart of a metropolis. ]

 

We don't use cookie-cutter solutions. We pride ourselves in providing custom financial solutions for your unique circumstances to help you build wealth, and maintain your financial security every step of the way. When people walk away from our office, we want them to feel they have partnered with the right advisor, and that's a great thing to feel. My name is Joseph Frangione, senior wealth advisor CIBC Wood Gundy.

 

[On screen: A sleek, professional sign of "CIBC Wood Gundy" hangs on a wall. The "CIBC" logo is prominently displayed in large, three-dimensional silver letters, with a curved line beneath, giving a sense of motion and prestige. To the right, "CIBC Wood Gundy" is written out in a smaller but still prominent font, maintaining the elegant and professional aesthetic of the financial institution. The sign's metallic finish reflects the soft lighting of the room, emphasizing a polished and refined environment. ]

 

[music]

 

[On screen: CIBC logo in its distinctive red color, positioned above the bold, capitalized text "WOOD GUNDY" in black. Below, a disclaimer in smaller text reads:

"CIBC Private Wealth Management consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. 'CIBC Private Wealth Management' is a registered trademark of CIBC, used under license. 'Wood Gundy' is a registered trademark of CIBC World Markets Inc. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor." ]

[On screen: Fade in to a gleaming silver signage of CIBC Wood Gundy, reflecting the refined interior of a financial institution. Cut to a bronze sculpture of a bull and bear in a dynamic struggle, symbolizing the fluctuating nature of financial markets. ]

 

[music]

 

[On screen: Senior Wealth Advisor, Joseph Frangione, is introduced, seated comfortably in his well-appointed office, radiating confidence and expertise. ]

 

JOSEPH FRANGIONE: Throughout my career, my focus has been, how can I make a difference today? What better feeling is there than to assist our clients and help people?

 

[On screen: Joseph greets someone warmly, his face lit with a genuine smile, inviting trust and a personal connection. A vibrant couple cheerfully celebrates on a yacht, embodying the joys of financial freedom and the pleasures of life. ]

 

JOSEPH: Many individuals have spent 25 to 30 years working to accumulate assets and acquire wealth. As people retire, they start to enjoy life a little more and spend more time with loved ones. They've made sacrifices to raise their family, to pay off debt, and to put their kids through post-secondary school.

 

[On screen: Back to Joseph, diligently at work wearing a headset, engaged in an important conversation, showcasing his commitment to client service. Next, a pair of hands holds a colorful financial plan. Followed by a transition to a close-up of financial charts, graphs, and numbers, highlighting the detailed analysis behind every informed investment decision. ]

 

Others may just be starting their journey, examining the many financial options that are out there. Whether you are an established investor or just starting to explore your financial decisions, we want to assist and get you moving in the right direction.

 

[On screen: Joseph is seen from behind, focused intently on a large monitor displaying an array of market trends and investment data. ]

 

As someone who's been working as a financial advisor the past 25 years, my enthusiasm has not waned, and I still enjoy working very hard for my clients. Helping them fulfill their investment needs and make smart financial decisions. All while helping them navigate life's unexpected events and challenges.

 

[On screen: A serene scene of a family standing together by the harbor, gazing out at the boats, symbolizing unity, legacy, and the future. Back in the office, Joseph Frangione stands confidently before a digital screen, hands expressively mid-gesture, emphasizing a point in his presentation. ]

 

Imagine being able to encompass all of your financial needs in one place. We want to simplify your life and put you at ease through our holistic plan.

 

[On screen: Switch to a serene golf course with a golfer in mid-swing, surrounded by towering palms and rugged mountains, epitomizing leisure and enjoyment of life's finer moments. An awe-inspiring aerial view of a bustling cityscape glows in the warm light of the setting sun, showcasing the heart of a metropolis. ]

 

We don't use cookie-cutter solutions. We pride ourselves in providing custom financial solutions for your unique circumstances to help you build wealth, and maintain your financial security every step of the way. When people walk away from our office, we want them to feel they have partnered with the right advisor, and that's a great thing to feel. My name is Joseph Frangione, senior wealth advisor CIBC Wood Gundy.

 

[On screen: A sleek, professional sign of "CIBC Wood Gundy" hangs on a wall. The "CIBC" logo is prominently displayed in large, three-dimensional silver letters, with a curved line beneath, giving a sense of motion and prestige. To the right, "CIBC Wood Gundy" is written out in a smaller but still prominent font, maintaining the elegant and professional aesthetic of the financial institution. The sign's metallic finish reflects the soft lighting of the room, emphasizing a polished and refined environment. ]

 

[music]

 

[On screen: CIBC logo in its distinctive red color, positioned above the bold, capitalized text "WOOD GUNDY" in black. Below, a disclaimer in smaller text reads:

"CIBC Private Wealth Management consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. 'CIBC Private Wealth Management' is a registered trademark of CIBC, used under license. 'Wood Gundy' is a registered trademark of CIBC World Markets Inc. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor." ]

Back to Video
 

Personalized Investment and Wealth Management Solutions for your Lifestyle Goals

 

Life is filled with financial decisions. We help you make the right ones. We guide you through every phase of your financial life; from developing your wealth to achieving what is important to you, to transitioning assets to future generations. We partner with you and act in your best interest to ensure your long term financial success. 

 

Our Approach

 

We assess a client's risk profile, create a custom allocation model, manage the portfolio in a cost and tax efficient manner, and re-adjust the model as the client's needs or expectations change. Our belief is that optimal investor performance can be accomplished through understanding our clients and reiterating the goal of maintaining long term perspective.

 

Our Core Values

 

Honesty – You can expect the whole truth.

Transparency – You should understand your fees, and what you are paying for.

Equality – We don't measure a client's value by their net worth.

Simplicity – We speak in plain language and eliminate unnecessary complication.

 

Our Promise

 

I am a cost for service advisor who values an alignment of interests with our clients' families above all else. By adhering to our minimum household threshold of $500,000, we maintain a low client-to-advisor ratio which allows us to provide our clients with the individual attention they deserve.

 

 

Client Testimonials 

 

“Joe is a very relatable and trustworthy advisor who always puts your interests first. His personal approach and attention to detail inspires confidence. We have always felt very comfortable on our road to retirement in achieving our financials goals and lifestyle needs. Joe and his team are very professional and provide exceptional service”

 

-Sidney & Natalie Webb, October 2021

 

"Over the past 25 years, Joe has provided us with exemplary service. We have developed a relationship based on trust, understanding and timely advice. I would unreservedly recommend Joe and his team at Wood Gundy"

 

-Jacques Beaupre & Nicole Bastien, October 2021

 

 

"Joe's comprehensive understanding and appreciation of us as a family has enabled him to design and develop a long term investment plan that fully meets our needs and exceeds our expectations"

 

-John & Donna Schwartzburg, October 2021

 

"Joe we would like to express our thanks for the work you have done for us over the past several years. Your passion, knowledge and genuine interest in achieving the best for your clients is what makes you a truly professional advisor in our view"

 

- Michael & Alexandra Robin Morash, October 2021

 

 

"We have had our investment portfolio managed by Joe for well over a decade now. We would like to express our gratitude and appreciation to Joe and his team! We are on a path to financial freedom that comes from a solid savings plan teamed up with a fantastic financial planning team! Joe continues to provide excellent customer service, timely correspondence that is both up to date and easy to understand. We have always had trust and faith in Joe's ability, and his financial insight, which allows us to look forward to our retirement"

 

-Robin Mason & Genevieve Beaupre, October 2021

 

 

 

 

 

 

 

Joseph Frangione

Joseph Frangione

Senior Wealth Advisor

(613) 783-7883
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joseph.frangione@cibc.ca
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Contact us

Address

Joseph Frangione Address
150 Elgin Street
Suite 2100
Ottawa, ON K2P 1L4
Telephone number: (613) 783-7883
Toll-free: 1 (800) 267-9345
Fax: (613) 239-2917

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.