Josef Frank

Investment Advisor

519-271-6646 | Email me
519-271-7429


Josef Frank offers a wealth of experience as your 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 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.
 

Stephen Wiffen

Insurance Specialist

Stephen Wiffen is a valuable member of your IA’s team, helping you create and preserve your wealth. 

Steve employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help them achieve their wealth management objectives. For more complicated situations, Steve will partner with your other professional advisors in the development of appropriate solutions. 

Steve can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Steve has access to insurance solutions from the top-ranked insurance providers in Canada. 

Steve began his career in the insurance industry in 1984 and is an expert in his field. He has acquired the Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant designations.

Albert Schoeley

Financial Planning Specialist

Albert attended the University of Waterloo where he completed a Bachelor of Science degree in Science and Business and a Masters of Accounting degree. He is a Chartered Accountant and spent the last 10 years with a large public accounting firm where he rose to the position of Senior Tax Manager.

Prior to joining RBC, Albert was focused on providing professional services to an array of clients, from individuals and their owner-managed businesses to publicly owned entities. 
Albert is a member of the Canadian Institute of Chartered Accountants, Institute of Chartered Accountants of Ontario and has completed as well as tutored the Canadian Institute of Chartered Accountants’ In-Depth Tax Courses.

Albert believes that planning is critical to helping people meet their financial objectives. As a Financial Planning Specialist at RBC Wealth Management Services, Albert’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients.