Bio:
- Over 30+ years of wealth management experience: prior to joining National Bank Financial in 2002, Frank spent 22 years at Thomson Kernaghan, a full service boutique brokerage, serving various senior management roles, including Chief Financial Officer, before devoting his full attention to sales and corporate finance in 1992. Frank spent the first 5 years of his career in Audit with Clarkson Gordon.
- Bachelor of Arts - Honours Business degree from York University and holds the Chartered Professional Accountant (CPA) designation.
- Recipient of the NBF Sharpe Award in 2004 and again in 2006, awarded to the wealth advisor with the highest risk-adjusted return on cumulative client accounts within the NBF advisor network (700+ advisors).
- Away from the office, Frank is an avid golfer and has served two terms on the Board of Directors at the National Golf Club of Canada. Frank is married and has two adult children.
Frank's core responsibilities:
- Portfolio Management – develop, refine, and implement overall investment strategy. Security selection, portfolio construction and rebalancing.
- Client Communication and Relationship Management – client communication, meetings, and problem solving, including immediately responding to client inquiries and requests. Liaising with clients' lawyers and accountants for ongoing estate and tax planning purposes.
- NBF Management Liaison – working with senior management to continuously improve and enhance our clients' experience and overall level of satisfaction.
- Principal point of contact for: investment and portfolio analysis; investment strategy and outlook; investment recommendations; financial, tax and estate planning advice.