A Comprehensive Wealth Management Focus
- 25 years of progressive portfolio management experience
- Full service investment advice that emphasizes wealth preservation with a focus on investment income and long term growth
- National Bank team of financial and estate planners
- National Bank team of insurance specialist/agents
- Access to accounting & legal professionals
Education and Experience
- Bachelor of Commerce degree from the University of Toronto
- Chartered Accountants designation with PwC
- Two years with TD bank in a corporate role
- 25 years with the same group of companies that have now become known as National Bank Financial
Community
- Active community involvement
- Supports various charitable causes that are important to Frank and his clients
- Coach and sponsor for his children's soccer teams
- Career mentorship to his clients' children and youth in his community
If you have questions or would like more information, please do not hesitate to contact me by telephone or by using the contact form.