Meet our team

Lou is a Senior Wealth Advisor serving a growing and exclusive group of individuals, families, entrepreneurs, and organizations. He leads his advisory practice with a set of core principles: trust, clarity, and accountability. These core principles guide every client’s relationship and the advice he provides. Known for his thoughtful approach and long‑term perspective, Lou is dedicated to helping clients confidently navigate their financial lives with structure and purpose.

 

Over the course of his career, Lou has earned numerous professional and educational achievements, including the Chartered Investment Manager (CIM®), Fellow of the Canadian Securities Institute (FCSI®), and Professional Financial Planning Course (PFP®) designations. He remains committed to ongoing learning, continually upgrading his skills through advanced training and coursework to stay at the forefront of wealth management best practices. His focus on continuous improvement ensures clients receive advice that is not only knowledgeable, but relevant and forward‑looking.

 

Clients appreciate Lou’s approachable nature, his disciplined investment philosophy, and his ability to simplify complex financial decisions. He works closely with families and business owners to create guidance that is both strategic and practical, ensuring each client receives a personalized plan that aligns with their goals and values.

 

Outside the office, Lou loves spending time with his wife and two adult children. He enjoys golfing, learning new culinary practices with Les Marmitons, and volunteering within his community with the Sons and Daughters of Italy & United Way Major Donor Campaign. His dedication to community and family reflects the same values he brings to his practice: integrity, generosity, and a genuine desire to make a positive impact.

Born and raised in Winnipeg, she takes pride in building long-term relationships and provides thoughtful, reliable support to clients at every stage of their financial journey. She holds a Bachelor of Arts degree from the University of Winnipeg and is licensed as an Investment Representative. Franca has plans to pursue her Certified Financial Planner (CFP) designation reflecting her commitment to continuous learning and professional growth in the wealth management field.

 

She began her career with Caci Wealth Management in 2011 while studying at university and has since developed a deep understanding of the firm’s values, processes, and client relationships. In her role, she plays an integral part in supporting the team and clients by assisting with day-to-day service requests, preparing for client meetings, coordinating marketing initiatives, and contributing to the development of comprehensive wealth plans and investment proposals. Her attention to detail and proactive approach helps ensure a smooth and personalized experience for clients. She is passionate about creating a seamless experience behind the scenes so that clients feel confident, informed, and well cared for.

 

Outside of the office, she enjoys spending time at the cabin with her family, reading, playing soccer, and giving back to her community through volunteer work.

Maryam joined the team in July 2024 as an assistant, bringing with her a strong academic foundation as a proud University of Manitoba alumna. She spent five years building deep expertise in the financial sector before making Caci Wealth Management her professional home. In 2026, Maryam obtained her Investment Representative licensing with a growing passion for wealth management. She continuously looks for ways to expand her knowledge and contribute meaningfully to the team’s success. She is valued for her thoughtful approach, strong work ethic, and commitment to delivering an exceptional client experience.

 

In her role, Maryam supports her team and clients by ensuring day‑to‑day service needs are handled with care, accuracy, and efficiency. Maryam handles all administrative tasks and prepares and processes documentation. She is known for her calm, solutions‑oriented mindset and her ability to simplify complex processes. Maryam helps clients feel supported and informed at every step.

 

Outside the office, Maryam recharges by spending time outdoors, experimenting in the kitchen with new baking projects, and enjoying quality time with her family and friends. Her warm personality, dedication, and client‑first approach make her a natural fit within the Caci team.