Frank Tefft

Frank Tefft, BA, PFP, RIS, is a seasoned financial services professional with extensive experience in banking and investment sectors. Currently serving as a Senior Personal Banking Advisor at Alterna Savings since October 2014, Frank provides comprehensive financial advice across various areas including commercial, investment, and home financing. Alongside this role, Frank has been a Mutual Funds Representative at Aviso Wealth since October 2014. Previously, a notable tenure of 13 years at BMO Financial Group involved positions such as Senior Financial Services Manager and Investment Funds Specialist, where Frank developed expertise in home financing and small business lending. Frank's career began at Mackenzie Investments, where attention to detail led to the establishment of the Account Resolution Team. Educational achievements include a Bachelor of Arts from Trent University and multiple financial planning certifications from the Canadian Securities Institute and the Investment Funds Institute of Canada.