Frank Dakos

Financial Advisor

After graduating from the University of Western with a degree in Economics and Business, Frank entered the world of finance and worked in Banking for 15 years. Being promoted to Manager after 4 years, Frank was able to develop his business skills and learn about the importance of credit, debt, money and having a sound financial plan.

Although banking was a great training ground, Frank left to become the VP/GM of a major independent Financial Planning and Money Management company. In that capacity, he was in charge of day to day operations, was on the Investment Committee and was a Director of the company. In this area Frank developed knowledge of investing and the importance of establishing a proper risk tolerance profile and comfort level for investing.

Frank has continued to improve his knowledge level and has obtained his Mutual Fund registration, the Life and Accident Insurance Agent license and successfully completed the Partner, Director and Officer course. Frank was CARP certified and has achieved the Elder Planning Counselor designation, which focuses on the evolving and specialized needs of seniors.

After a time Frank decided that he wanted to put his financial skills to work for the public and got directly into the Financial Planning industry as a Branch Manager and Advisor. Frank established offices in Kitchener and Woodstock and built a large team within the organization.
During this time, Frank hosted and conducted many public seminars and has been seen on a variety of local and National TV productions..Investment Television with Garth Turner.

In 2000 Frank started a weekly Radio show at 570 Newstalk Radio in Kitchener called “Money Tips with Frank”. The show evolved to Ask the Experts, Money Tips with Frank Edition and was aired live weekly till the Spring of 2014. Frank used the radio show to help educate people on the benefits of Financial Planning and dealt with a large variety of financial planning topics. Frank can be heard on 570 Newstalk radio when they need a local opinion on issues that arise that are related to personal finance or investing.

Today Frank continues to put his almost 40 years of financial expertise to work for his large client base and to help people make the right decisions with their money.

“The key to Financial Independence is having a good solid Financial Plan."

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.