The Frank Restorick Group
Frank Restorick, CFP®
Wealth Planner
Oakville, Ontario
About Frank
Frank is passionate about building a strong trustworthy relationship with his clients and being known as an important part of their success story, someone who they would refer to as a friend or a family member, if not more.
As an Executive Financial Planner to Health Professionals and Business owners, Frank understands that clients trying to manage it all, just simply won’t work. Addressing both the business and finances makes them feel overwhelmed and their busy schedule even more hectic. The old way of doing business with four different financial professionals managing wealth, risk, estate, and corporate planning is time-consuming and ineffective.
Franks Trust-worthy Corporate & Estate Planning Process allows Healthcare Professionals to save time and energy to create more work/life balance, and be confident knowing that their wealth is professionally managed to ensure timely success.
Frank likes to show clients how they can achieve peaceful control over their financial planning needs and save time for more important tasks in their busy lives.
Optimize's Approach to Wealth Management
The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.
For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.
The cornerstone of the Frank Restorick Group’s service rests in effectively matching clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. They measure their success by how well they have helped clients achieve their specific financial planning goals and objectives.
Frank provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. Adam Newsome is the Portfolio Manager who advises and manages client investment accounts, while Frank helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning, estate planning, or insurance*.
*Insurance is only offered through a licensed Individual at Optimize to residents of Ontario, British Columbia, Alberta, and Manitoba.
Please know that Frank Restorick is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registerable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.
Contact
frank.restorick@optimize.ca
905-469-2404
416-884-2104
Office Location
The Frank Restorick Group
Adam Newsome
Portfolio Manager
Cesar Cossio
Portfolio Manager