Certified Financial Planner
Frank has been in the financial services industry for over 23 years, beginning his career as a Financial Planner with Investors Group in 1988. He is a Certified Financial Planner, (CFP), through the Financial Planners Standards Council, (FPSC) and also holds a Level II Life Insurance License in the province of Ontario. Frank brings a wealth of experience in the areas of investment and insurance, as well as tax and estate planning.
Frank believes that it is important to have a partnership with his clients and to really understand what is important to them. This helps him map out a unique plan for every individual or business owner. There is much more to financial planning than just investments and he is committed to building enduring relationships with his clients.
Frank joined ExcelPlan Financial in January of 1997. Together with his assistant, Jo-Anne Lewis, he has provided a high level of personalized service and attention to detail that his clients deserve. Frank and Jo-Anne are proud to say that the majority of their clients have been referred to them by existing clients.