Frank Perillo, F.Pl.
With over 20 years experience in the financial services industry, Frank has been helping individuals, families and businesses achieve their financial goals. He has attained the Financial Planner (Fin.Pl) designation regulated by the (IQPF) Institut Quebecois de Planification Financiere.He is supported by a network of highly skilled professionals, such as tax specialists, lawyers, and accountants. Frank focuses on delivering the full wealth management package including investments, insurance, retirement planning, tax planning, business planning, and estate planning. He helps engage his clients with their advisory teams to make sure all decisions are the result of prudent planning.
Monetizing the Tech Revolution
Nov 21, 2023
Want to stay ahead of the curve? Don’t stand on the sidelines of #innovation—get involved and find out how savvy investors are monetizing advancements in #technology. Discover insights and strategies to help turn change to your advantage....Read more
Pressure Continues to Build
Oct 26, 2023
As we wait for the inflation bubble to pop, market dynamics are shifting to lower-risk assets. Discover why alternatives are gaining ground as equities lose their luster....Read more
Have you planned for digital assets
Oct 02, 2023
Imagine your executor needing to access your bank account without your password. That’s just one reason it’s critical to include digital property in your estate plan....Read more
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