Frank has excelled in the Investment industry for over 25 years; beginning his career as an Investment Advisor in 1994 with Canada’s leading Wealth Management firm, RBC Dominion Securities. Previous to joining Dominion Securities, Frank worked at Royal Trust as an Account Manager for the Advisory Services and the Trust and Estate Department. Frank has earned one of the industry’s highest designations and honour; the Canadian Investment Manager (CIM). For his longstanding success and commitment to performance and client satisfaction, Frank was appointed Vice-President in 2014, and in recognition of his accomplishments, has since earned the advanced and prestigious designation of Portfolio Manager.
Frank draws on the depth and diversity of his 25+ years of experience to provide investment solutions and advice to individual investors, families, corporations, institutions and charities, in either a non-discretionary or discretionary manner. Frank’s focus is helping clients to build and manage their wealth through customized diversified portfolios of high quality holdings - all while protecting income and security. With a solid reputation for his dedication and delivering results, Frank’s finely tuned advice and personal service has been instrumental in earning his clients’ trust and developing long-term relationships.
An avid outdoor enthusiast and squash aficionado, in his spare time, Frank plays competitive squash, is a skilled cyclist both on and off-road, enjoys world history, family time, and is an active volunteer member of OV-SAR; Ottawa Search and Rescue Team.