30+ years of wealth management experience: prior to joining
National Bank Financial in 2002, Frank spent 22 years at Thomson
Kernaghan, a full service boutique brokerage, serving various
senior management roles, including Chief Financial Officer,
before devoting his full attention to sales and corporate
finance in 1992. Frank spent the first 5 years of his career in
Audit with Clarkson Gordon.
of Arts - Honours Business degree from York University and holds
the Chartered Professional Accountant (CPA) designation.
of the NBF Sharpe Award in 2004 and again in 2006, awarded to
the investment advisor with the highest risk-adjusted return on
cumulative client accounts within the NBF advisor network (700+
from the office, Frank is an avid golfer and has served two
terms on the Board of Directors at the National Golf Club of
Canada. Frank is married and has two adult
Frank's core responsibilities:
develop, refine, and implement overall investment strategy.
Security selection, portfolio construction and
Communication and Relationship Management–
client communication, meetings, and problem solving, including
immediately responding to client inquiries and requests.
Liaising with clients' lawyers and accountants for ongoing
estate and tax planning purposes.
working with senior management to continuously improve and
enhance our clients' experience and overall level of satisfaction.
point of contact for: investment and portfolio
analysis; investment strategy and outlook; investment
recommendations; financial, tax and estate planning advice.