FRANK F. ORTENCIO 
Director, Wealth Management, Portfolio Manager

With 20 years of financial services experience, Frank offers a comprehensive understanding of financial products and combines it with expertise in portfolio management and tax efficient investing. Frank’s disciplined process ensures that emotions do not get in the way of successful investing. The results are properly diversified, customized portfolios tailored to the specific needs of each of  his clients.

Frank takes the time to gain an understanding of each of his clients’ unique situation and priorities to help them reach their goals and identify new opportunities in an ever-changing market environment. Frank’s process is designed to ensure that his client’s interest always comes first. Along with the support of his team and as a managing partner of Richardson GMP, Canada’s largest independent wealth management firm, Frank can make timely decisions based on  world class research and economic data.

Frank is an active member of the Durham community where he lives with his wife and two children. He has been the Chairperson of the Rouge Valley Health System Planned Giving Committee for over 10 years and has been a Foundation Board Member for the last 5.  He is a Legacy of Care Member for his contributions and planned gifts to Centenary and The Ajax Pickering Hospital.

 

 

JAYNE FIAMBOLI 
Associate Investment Advisor

Jayne has overall responsibility for managing client relationships, ensuring everything is running smoothly in their accounts and creating their financial plan. She has worked in the investment industry for over 21 years and specializes in providing investment management services to high net worth clients. Her client-focused style and her emphasis on building strong client relationships drive the team. Jayne holds the Canadian Investment Manager designation.

 

 

NIKKI LEE

Associate Investment Advisor

Nikki is the newest member of The Ortencio Group, having joined the team in May 2015. She is a graduate from The University of Ottawa where she obtained a Bachelor’s of Science degree. Following university Nikki attended George Brown College where she completed her post-graduate certificate in Marketing Management and Financial Services. Nikki has completed the Canadian Securities Course (CSC) and the Conduct Practice & Handbook (CPH).