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.