Frank helps business owners bring their wealth, risk, estate, and corporate planning into one coordinated financial strategy.
Frank Restorick, CFP®, is a Senior Wealth Planner who works with business owners and health professionals seeking a more coordinated approach to their financial lives. His planning process brings wealth, risk, estate, and corporate planning into one place, helping clients spend less time managing separate financial relationships.
Frank is passionate about building strong, trusting relationships with clients and being a dependable partner throughout their financial journeys. He understands that managing a business or demanding professional career can make financial decisions feel overwhelming, especially when planning needs are spread across multiple areas.
His approach is designed to help clients centralize their planning needs and move forward with a clearer view of their financial priorities. By considering the connections between investment management, insurance planning, retirement strategies, estate planning, and tax planning, Frank helps clients develop personalized strategies aligned with their goals.
Frank earned a Bachelor of Arts degree from the University of Guelph in 1992, specializing in Economics and Politics. He obtained his Ontario Life Insurance License in 1992 and earned the Certified Financial Planner designation in 1999.
With more than three decades of financial-services experience, Frank brings a long-term perspective to conversations with business owners. His work focuses on providing a high-touch planning experience grounded in transparency, trust, and a practical understanding of the demands facing busy professionals.
Frank’s business owner program brings together planning areas that can be easier to manage when considered as part of one coordinated strategy.
Coordinated planning for business owners whose personal and corporate financial priorities need to work together.
Personalized financial planning that aligns short- and long-term goals with strategies for saving, investing, and protecting assets.
Planning intended to help protect loved ones and organize financial decisions around a client’s wishes and long-term goals.
Tax planning considerations tailored to a client’s individual goals and broader financial strategy.
Insurance planning designed to help clients consider protection against financial setbacks as part of an overall financial plan.
Explore planning topics and case studies for business owners considering tax, estate, retirement, and wealth protection strategies.
See how an independent consultant structured a permanent life insurance policy within a corporation while continuing to build wealth.
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Explore a case study involving corporate-owned life insurance, a holding company, and a family trust.
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Learn about a business owner’s estate planning strategy involving business capital, debt considerations, and wealth transfer.
Read Full Article →Book a call with Frank to discuss your financial planning priorities and explore a coordinated approach for your business and personal financial life.
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