As a trusted Wealth Advisor, Frank has made it his priority to help clients and their families improve their financial position and to him, few things are more important. His process is multi-faceted, combining both hard and soft client data, a deep understanding of capital market economies and common wealth planning concepts into custom financial strategies that hold a client’s goals and values at the centre. He is passionate about educating the public, and particularly the younger generation on basic financial literacy so that they are prepared and empowered to take full control of their financial well being.
Serving entrepreneurs, high-net-worth individuals, professionals and multi-generational families, Frank and his team are there to simplify complex financial matters. Every client has a unique relationship with money, and Frank focuses closely on trying to understand and even uncover those motivations in the pursuit of making the biggest impact possible.
Frank and the Vision Wealth Group play an integral role in the lives of the clients they serve. Whether it’s buying a home, funding and education, selling a business, saving and funding a retirement, or any other major financial matter, clients have become accustomed to having Frank and his team be at the centre of these major life events. A responsibility that is treated with great care and consideration. “Our mission, is helping you complete yours. There is nothing else.” – Frank Palmeri
One thing that is jus as important to Frank besides helping clients improve their financial position, is giving back. Being the recipient of an outstretched arm himself during some financial difficulty as a child, Frank appreciates the impact a helping can hand can have in someone’s life. Being fortunate enough now to be in a position to do so, Frank is devoted to making a difference by supporting various organizations.
