Frank specializes in working with physicians, helping them build and protect their wealth portfolios. Whether physicians are completing their residency, building their practice, or approaching retirement, Frank ensures they have solid plans to achieve their personal, professional and wealth goals.
In his previous role, as the first Regional Insurance Advisor for the Ontario Medical Association in Southwestern Ontario, Frank developed an extensive understanding of the physician market. His strengths and physician focus complement the already established reputation of Tall Oak Private Wealth in always putting medical professionals’ interest and needs first when providing solutions.
Away from the office, Frank enjoys spending time with family, travelling to appreciate different cultures and cuisine, and following his favourite sports teams through the good times and bad. Frank has set roots in London with his wife Diana.