Josef Frank offers a wealth of experience as an Associate Portfolio Manager and Investment Advisor.
Prior to joining RBC Dominion Securities, Josef developed a diverse background working in both the health care industry and financial services. In financial services, Josef spent 13 years in head office senior product development and marketing roles at Canada’s largest insurance company.
Josef’s clients benefit from his deep understanding of both wealth and risk management, as he is able to navigate through the myriad of complicated products to develop straight-forward, conservative approaches personalized to your needs. Complementing Josef’s work experience is a strong academic track record. Josef has a Bachelor of Business Administration (BBA) and a Master of Business Administration (MBA) degree. Josef is a Chartered Investment Manager (CIM).
Josef lives in Stratford with his wife Kristin, and children Sarah and Noah. Josef’s hobbies include running, golf and being active with his children in their sports activities. Josef is a member of the Rotary Club of Stratford a Board of Trustee Member for the Stratford General Hospital Foundation and Board Member of St. John’s Ambulance Perth.
