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“I was imprressed with Frank’s communication skills the moment I met him. He was able to explain financial topics to us very well, and at just the right level. What impressed us most, however, was that Frank took the time to find out what our goals were and what our comfort level was with regard to investments. Most people we had dealt with were simply trying to sell us something!” |
John H. McNeill, PhD, FRSC Professor and dean emeritus, Pharmaceutical Sciences
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| “Frank has provided prompt, efficient service and has surprised us with the depth of his analysis. He regularly suggests things that would never have occurred to us.Certainly, he has greatly surpassed our expectations of what a financial advisor might do for us.” |
James V. Zidek, PhD, FRSC Professor emeritus, Dept. of Statistics
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| “Frank is very knowledgeable in the ‘big picture’ of wealth management as well as the details. He spent a lot of time assessing my goals and risk tolerance. He’s friendly and easy to talk to, and I have no hesitation recommending him to others.” |
Don Lyster, PhD Professor emeritus, Pharmaceutical Sciences
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| “He impressed on us the need for retirement planning and suggesting ways we could create a solid foundation on which to build in order to ensure a comfortable retirement.” |
Anthony B. Dawson, PhD Professor, Dept. of English |