You have goals. We have the professionals to create the plan to make your goals achievable
Whether you're looking to plan for retirement, manage the sale of your business, or leave a legacy for future generations, Josef and the Frank Private Wealth Management team are dedicated to being your trusted partner throughout all your life stages.
Your wealth management professionals
Our personal approach and personalized services centres on you, and begins with getting to know you, your priorities and your goals
It all starts with you
At Frank Private Wealth Management, our team's services are designed for individuals, families, businesses and other organizations requiring professional assistance managing their wealth.
What we do
We offer more than 40 years of experience in the investment and financial services industry, to offer services such as investment advice and money management, financial and estate planning, tax minimization strategies, and charitable foundations in partnership with an extended network of RBC specialists.
We provide a holistic approach to wealth planning by first understanding your goals and priorities — then find the right investment solutions to best accomplish them.
How we do it
Building a strong relationship is the cornerstone of our business. Our relationships are built not only on financial experience but on trust, transparency, and a mutual commitment to achieving your financial goals. We will work to understand each unique situation and develop a step-by-step process to accomplish your wealth management goals.
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.