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Finding the right financial advisor is one of the most important decisions you can make. We met Frank through his involvement with the MDRT (Million Dollar Round Table) -- the world's premier association of financial professionals. Right off the bat, we knew he was someone special. He was a fantastic listener and that allowed us to develop a special bond. This close relationship is critical when you are laying the future wealth of your family in someone else's hands. We completely trust Frank. He is comprehensive with his technical explanations, innovative with his proposed solutions, implicitly trustworthy with our personal secrets and most importantly, a fun guy to hang out with! We have had Frank visit us on numerous occasions to discuss our financial and insurance needs. He definitely has an unwavering confidence and a strong work ethic. How do you explain that we both feel much better after he leaves us than before? The reason, he is the best at what he does ... and he proves it every time we meet. We highly recommend him to anyone seeking help with managing your finances. Be prepared to meet a brand new friend for life.

Dr. Nick and Stacy Bontis
Ancaster, Ontario


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