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Frank Miotto

Investment AdvisorVice President

Working together to help you achieve what truly matters to you

Frank is a Vice President and Investment Advisor located in Etobicoke. Frank provides a full-suite of wealth management services to his clients, including tax, investment and wealth planning. Frank’s dedication to exceptional client experiences and innovative financial strategies are the foundations of his business.

 

Frank has been providing his clients with innovative wealth management solutions for 27 years. His clients include high net worth individuals & families, corporations and retirees, which require wealth, retirement, estate planning and succession planning.

 

Frank is a 1984 University of Toronto Graduate in Economics. Frank has since taken many professional courses and has obtained various CSI professional management licensing requirements throughout the last 27 years. In the past, Frank has also represented his firm at the Canadian Securities Institute.

ADDITIONAL CONTACT

Branch Office: (416) 239-3363
Branch Fax: (416) 239-3205

LANGUAGES

English

Getting to know the full picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

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