Frank Valicek

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.