As a Senior Investment Counsellor with RBC PH&N Investment Counsel, Frank provides comprehensive discretionary investment management to high-net-worth individuals, families business owners.
Since joining RBC in 2000, Frank has held various senior management positions within RBC’s wealth management businesses in Canada, the United States and internationally. Coupling this wealth management experience with his expertise, lends additional perspective to his capabilities in portfolio management.
Working with a select number of clients, Frank is able to develop deep, personal relationships with his clients and their families. This not only allows him to gain an intimate understanding of their unique needs and financial goals, but it also helps him provide investment and wealth management solutions that make sense for their individual situation. He also draws upon a team of in-house experts in order to provide is clients integrated wealth management solutions in the areas of tax, business succession, estate planning and intergenerational wealth transfer.
Frank holds the Chartered Financial Analyst (CFA) designation and is a member of the Toronto Society of Financial Analysts.
Born and raised in Montreal, Quebec, Frank holds a Bachelor of Commerce degree in Finance from Concordia University, as well as a Masters in Business Administration from the Richard Ivey School of Business at the University of Western Ontario. He is also fluent in both French and Greek.
Frank lives in Toronto with his wife and two children. Outside of work, Frank enjoys travelling, skiing and golfing.
