Senior Vice President, Senior Investment Advisor
Frank joined Canaccord Genuity in September 2016 and has spent over 30 years in the Wealth Management Industry. Throughout his career, Frank’s focus has been cultivating relationships with his clients, creating financial plans, and ensuring the recommended investments are aligned with the clients needs and goals.
Education is Key. On a quarterly basis, Frank will host a lunch featuring an Industry specialist. These events provide insights as to what is timely in the industry, how current events are affecting the markets and off course the always important Q & A. Our clients find these events beneficial and informative.
Associate Investment Advisor
Julie has been employed in the Financial Service/Wealth Management Industry throughout her entire career. Julie joined Frank in 1996 after 18 years of servicing client’s investment and financial needs in the Banking Industry. Frank and Julie take great pride in working as a team to ensure that each client’s individual needs and goals are consistently being met.
Access the Value of a Second Opinion
Schedule a complimentary financial consultation with our team.