Frank Hou, Financial Advisor

Focus Areas

  • Retirement savings strategies
  • Estate and legacy strategies
  • Intergenerational planning
  • Business owner considerations
  • Education savings strategies
  • Wealth strategies

About Frank

My journey into finance began in 1996 when I ventured into the Shanghai/Shenzhen Stock Exchange in China, sparking my interest in financial matters. This passion led me to pursue a Bachelor of Commerce degree with High Distinction from the University of Toronto in 2005, aiming to enhance my financial acumen. Following graduation, I embarked on a career path with various accounting firms, including KPMG, where I gained extensive expertise in financial and tax planning across personal, corporate, and income trust domains. Achieving my Chartered Accountant designation in 2009 and subsequently acquiring the CPA designation solidified my professional credentials. In January...

Work History

  • Edward JonesAugust 2016 to Current

Education

  • University of TorontoBachelor of Commerce

Team Members

  • Nancy Shi-Reinoso
    Client Experience Specialist

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

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