Frank is registered as an Investment Advisor with the Investment Industry Regulatory Organization of Canada (IIROC) and is licensed in Ontario for both Securities and Life Insurance solutions. He also holds the Chartered Investment Manager (CIM®) designation.
The Chartered Investment Manager (CIM®) designation is the industry standard for discretionary investment and portfolio management services.
It is recognized by Canadian securities regulators as meeting the proficiency requirements for those applying for approval in a portfolio management registration category. This allows for the specialization required when working with affluent and/or institutional clients.
A focus is given to proficiency towards portfolio construction, alternative investments and evaluating investment performance.
Frank understands that every person is unique in regard to their financial goals and personal life situations. When providing investment advice and financial solutions, Frank keeps that need for specialized advice top of mind. He believes that personalized service is essential.
As an Investment Advisor he’s dedicated to understanding your personal financial needs and will help build a financial plan focused on your specific goals. He also knows the importance of understanding the level of risk you are comfortable with when investing.
Frank deals with clients at all stages of life; purchasing a first home, financing a child’s post-secondary education or planning for retirement. He believes your plan must reflect both your current situation as well as your future goals.
He knows that your plan should adapt as you and your family’s needs change over time. Frank will monitor the progress of your portfolio and determine if it is necessary to make periodic changes to keep you on your prescribed path.
Frank and his wife were both born and raised in Sault Ste. Marie and have 2 lovely daughters. Away from the business, Frank enjoys staying fit, cooking and eating while spending time with family and friends!