Meet our team

In just under 20 years, Lou Caci and his team have established a reputation for attentive, client-focused service and top-quality investment advice.

Lou Caci FCSI, CIM®
Wealth Advisor, Investment Advisor
Tel: 204.953.7885 Fax: 204.946.0966 Toll Free: 1.866.205.3549

Lou currently serves as an Investment Advisor for a growing and exclusive group of individuals, families, entrepreneurs and organizations; and leads an advisory practice based on core principles that define his approach.

He has achieved a variety of educational and professional designations, including the prestigious Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI) designations. Lou continues to upgrade his skills through ongoing  training and professional coursework.

Lou loves spending time with his wife and two children. He enjoys coaching his son’s soccer team and devoting his time charitable causes including Variety, the Children's Charity of Manitoba.

Franca Petrelli BA
Tel: 204.953.7887 Fax: 204.946.0966

Franca was born and raised in Winnipeg and recently graduated from the University of Winnipeg with a Bachelors of Arts degree.   

While studying at university, she worked part-time with Caci Wealth Management, since 2011. In September 2014, she became a full-time assistant. Franca coordinates appointments, handles daily administrative tasks, prepares documentation and Annual Client Reviews and other client services. She has recently passed the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) and has future plans of becoming a Certified Financial Planner (CFP).

During her spare time, she volunteers in her community and enjoys playing sports.