Frank joined the investment industry to help investors achieve financial independence and gain confidence in the progress they make toward their financial goals. Now with 17 years of experience at leading global firms, he helps high-net-worth and ultra-high-net-worth investors around the world design fully personalized investment portfolios and wealth strategies, seamlessly managing every facet of their financial lives. Working closely with a team of highly accredited financial specialists at RBC Wealth Management, Frank provides sophisticated strategies in global investment management, financial planning, legacy planning and charitable giving to help you make the most of your wealth and protect it for future generations.
Frank holds a Bachelor of Commerce degree from Ryerson University in Toronto, Canada. He holds the Chartered Professional Accountant (CPA, CA) designations, as well as the most highly regarded designation in financial services, Chartered Financial Analyst (CFA). Before joining RBC Dominion Securities, Frank was a Vice-President at Credit Suisse AG for 10 years and a Senior Vice-President at Holdun Family Office for two years. He is passionate about the markets, and clients appreciate his ever-evolving, in-depth knowledge of capital markets and global investing.
Outside of the office, Frank enjoys staying active through hockey and golf. He also spends much of his free time cooking and reading.
