Manulife Wealth
Frank Valicek, CFP, CIM, is a senior financial advisor and certified financial planner at Manulife Wealth since May 2012, providing independent and customized investment and wealth management solutions. Concurrently, Frank serves as a life insurance advisor at Upper Canada Capital Inc., specializing in personal insurance solutions. With a strong background in wealth management, Frank previously worked at DOT Integrated Financial focusing on the physician market and at RGI Financial, where a significant investment client base was developed. Frank's extensive experience began at Altamira Investment Services, managing a team and advising high net worth clients on substantial assets. Educational credentials include a Bachelor of Arts from the University of Toronto and various financial designations, including CFP and CIM.
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Manulife Wealth
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For over 20 years, Manulife Wealth (formerly Manulife Securities) advisors have been helping Canadians feel confident about their finances through personalized advice and strategies for every stage of their life. As a client of Manulife Wealth, you benefit from the resources and expertise of Manulife, the global parent company. Since 1887*, Manulife serves one in four Canadians** and has over $1.3 trillion (US$1.0 trillion) in assets under management and administration at the end of 2022+. We work with more than 1,000± independent advisors across the country and we’re ready to help you invest in your future. To read our disclaimers, go to: https://www.manulifewealth.ca/clients/en/corporate-disclaimers