FrancineDick-Certified Financial Planner
62Developing25 Wright Ave, Toronto, ON M6R 1K9, Canada
About
Francine Dick is a Certified Financial Planner based in Toronto with over 25 years of experience helping families in the Greater Toronto Area. She specializes in working with women transitioning into retirement.
Senior Care Path Summary
Francine Dick has spent over 25 years as a financial planner in Toronto, helping hundreds of families navigate their financial goals. She specializes in working with women transitioning into retirement and is known for her non-judgmental approach, patience, and openness to understanding each client's unique situation and life challenges.
Her practice with Carte Wealth Management Inc. offers a comprehensive 360-degree financial planning process that covers cash flow management, risk management, tax planning, investment planning, and estate planning. Clients appreciate her candid, caring approach and her commitment to keeping their financial roadmap adjusted as life circumstances change."
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Women transitioning into retirement
- Recently retired individuals
- Families seeking personalized financial planning
- People needing retirement and investment advice
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google4.9
18 Google reviews
Most recent reviews
Byra Dineshkumar
4 months ago · via Google
As someone that is still a beginner when it comes to financial literacy and financial planning, I found Francine's guidance to be incredibly helpful. I left my sessions with her feeling more confident about navigating my finances and planning for my future. Any of the areas that I had been hoping to gain guidance around, whether that was socially responsible investing or figuring out how to plan for retirement, Francine was able to help me get the clarity I needed so I can set myself up for success. Thank you Francine! :)
Cristina D
2 years ago · via Google
My sister and I had the privilege of working with Francine on all of our insurance needs. Francine took her time to explain how everything worked and ensured that we were getting the best value for what we needed. She was very patient throughout the process and in the end got us the best deal. We would definitely work with Francine again in the future and would highly recommend her to everyone!
Andrea Watson
5 years ago · via Google
Francine bring such array of expertise with professionalism, compassion, integrity and diligence. From you personal matters from Insurance needs to Tax Tips to Financial wealth management to running a business. Francine provides such a calm positive support to all your needs. Especially as a women running a company she has been a huge asset to me that I trust and value. I highly recommend you "Ask Francine" and she will know or find you the support you need!
Summary of Google Reviews
Summarized by Senior Care Path from FrancineDick-Certified Financial Planner's Google rating and recent reviews. Confirm specifics with the provider.
FrancineDick-Certified Financial Planner holds an excellent 4.9-star rating across 18 Google reviews. Recent reviewers most often highlight caring, attentive staff and responsive, helpful communication.
Most common praise
- Caring, attentive staff
- Responsive, helpful communication
Services
Licenses & Registrations
- Certified Financial Planner (CFP)
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
- English
- French
Frequently Asked Questions
What services does FrancineDick-Certified Financial Planner offer?
FrancineDick-Certified Financial Planner is a financial planning provider in Toronto, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does FrancineDick-Certified Financial Planner speak?
Staff at FrancineDick-Certified Financial Planner are noted as speaking English, French. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with FrancineDick-Certified Financial Planner?
You can call FrancineDick-Certified Financial Planner directly at (647) 897-6471, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Toronto. It is free, with no pressure.
Is FrancineDick-Certified Financial Planner verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
25 Wright Ave, Toronto, ON M6R 1K9, Canada
Also serves
- Toronto
- Greater Toronto Area (GTA)
- Roncesvalles neighborhood