With over 30 years of investment industry experience, Frank brings a superior level of knowledge, understanding and loyalty to his clients. Hard work, determination and a commitment to providing professional service with a personal touch are among the reasons clients place their trust in him.
Frank attended the University of Toronto where he earned an Honours Bachelor of Arts Degree. A strong believer in continuous education, Frank has completed a series of investment planning and portfolio management courses.
Frank holds the distinguished designation of Canadian Investment Manager (CIM) from the Canadian Securities Institute. Frank has also obtained and maintained the prestigious designation of Fellow of the Canadian Securities Institute (FCSI). The FCSI designation stands out as one of the most respected accreditations in the financial services industry. Frank has also attained his Portfolio Manager designation, which allows him to offer discretionary management of client portfolios under his attention via the Private Investment Management program at RBC Dominion Securities.
Frank guides clients to make decisions based on their individual goals and needs and within their risk comfort level. In doing so, Frank provides a customized approach to each and every client, ensuring each client is invested according to their own personal goals and circumstances. In the process, Frank strives to keep the process of investing and portfolio management simple and straight-forward to keep clients comfortable and engaged.
If you would like to review how well your investments fit with your personal circumstances, please feel free to call or e-mail Frank directly. Bottom of Form
