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Frank Montemarano, Financial Advisor

FINANCIAL ADVISOR
Frank Montemarano

3582 Major Mackenzie Drive W, Suite 202, Woodbridge, ON L4H 3T6opens in a new window
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Focus Areas

  • Business owner considerations
  • Estate and legacy strategies
  • Retirement savings strategies
  • Wealth strategies
  • Education savings strategies
  • Business retirement plans

About Frank

I became interested in investing while still in high school and was invested in the market when Black Monday occurred in 1987. The event made a significant impact on me, and, as a result, I am passionate about working with those who want to expand their knowledge of saving and investing and who are fully committed to working with me to reach their financial goals.

When working with an investor, I have a proven and precise process that I follow. I begin by getting to know you. Next, we work together to identify what's important to you and pinpoint specific...

Work History

  • Edward JonesApril 2003 to Current

Education

  • York UniversityMaster of Business Admin

Personal Interests

  • Traveling
  • Aviation
  • Sports Enthusiast
  • Music
  • Hiking

Team Members

  • Gabriella Phillips
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Phone

(905) 264-2430

Fax

(877) 756-5736

Office Address

3582 Major Mackenzie Drive W
Suite 202
Woodbridge, ON L4H 3T6opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More