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.