Financial Coach With Retirement Planning
Financial coaching services, building success habits, keynotes, training events
Financial Coach With Retirement Planning
Financial coaching services, building success habits, keynotes, training events
Expertise tracked
Corporate Executive
My professional career includes various senior positions in the Ministry of Finance, Grenada; Republic Finance and Merchant Bank Limited (FINCOR) of Trinidad, and Caribbean Financial Services Corporation (CFSC) in Barbados. In these roles I often delivered keynote speaker presentations at several financial services consultancy and training events.
Capital Markets
Prior to joining the regional stock exchange ECSE, I gained significant investment banking and corporate financing know-how while working several years as an ECSM broker-dealer, financial consultancy services provider, merchant banker, and a developer in the capital and financial services markets in Barbados. These engagements included assignments and consultancies in financial modeling and capital markets deal structuring, project financing, business development, company & asset valuation, investment advice, wealth management, taxation and estate planning and keynote speaker presentations for deal making.
Trainer, Tutor
Along with other financial consultancy services providers and facilitators, I am a 13-year member of the faculty of tutor-facilitators in the Eastern Caribbean Securities Market’s Certification Programme Workshop and Examination for the licensing of intermediaries. Graduates become practitioners in securities dealing, stock trading and wealth management.
I produce workshops and deliver keynote speaker addresses on various topics, including Working Capital funding and management; Personal Finance; Retirement Planning; Time Management.
And, I give talks to Boards of Directors on topics such as Insider Trading, Stock valuation, Deal structuring. Participants at such events occasionally seem us out for personal financial coaching and retirement planning support.
Speaker, Minister, Coach
More than a consultant
A citizen of Grenada currently residing in St Kitts, Francis is a financial consultancy services provider and keynote speaker whose effectiveness and high-impact results draw from professional and life experiences. Hence, in part, the power of his holistic financial coaching and retirement planning programme. He is married with two children and two grandchildren. He is Reverend Francis, a Deacon in the Catholic Church, ministering at the Immaculate Conception Co-Cathedral in Basseterre, in the Diocese of St John’s-Basseterre. Along with this vocation, he conducts training and advocacy workshops on various matters, including personal finance, investments and wealth management, retirement planning, and entrepreneurship. He has published two e-books on stress management tips for employees, and conducts training workshops as well as one-on-one coaching on this subject.