Frank Valicek, CFP, CIM
Senior Financial Advisor, Manulife Wealth Incorporated
President & Life Insurance Advisor, Upper Canada Capital Inc.
2848 Bloor Street West, Toronto, ON M8X 1A9
frank.valicek@manulifewealth.ca
Tel: 416.628.5761 Ext 236
Toll Free: 1.866.275.5878
Fax: 416.225.8650
With 25+ years of extensive and specialized financial advisory experience, Frank holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations, and is an independent advisor who helps clients grow, manage and preserve their wealth.Β Passionately using an integrated approach to financial planning, he cuts through the myriad of investment and personal insurance products to provide a customized and holistic goal-based plan for all aspects of their finances.
Whether itβs individual stocks, bonds, ETFs, mutual funds, GICs, annuities or life, disability, critical illness insurance, Frank is proudly open to serve & support the Canadian-Croatian community in the greater Toronto & Oakville area.
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