Frank Ortencio
Frank Ortencio is a Director of Wealth Management and a Portfolio Manager at Richardson GMP Ltd.
Frank is a graduate of the Financial Management Advisor Program (FMA), a Chartered Investment Manager (CIM) and holds a Fellowship of the Canadian Securities Institute (FCSI). The FCSI is the highest honor and most senior credential in Canadian financial services. It is reserved solely for an elite group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.
Frank has acquired the knowledge and skill to counsel and work with high-net-worth clients on complex wealth-management issues and solutions beyond the general scope of basic financial planning.
Frank lives in the Pickering/Ajax Area with his wife Lisa and their 2 children Katie and Charlie. Currently he is a member of the RVHS Foundation Board of Directors, along with being the Chair of the Foundation's Planned Giving Committee. He was a proud sponsor of the Festival of Trees for the Rouge Valley Ajax and Pickering hospital for four years. Frank also previously served as a Cabinet member for the United Way of Ajax-Pickering-Uxbridge.
|
|
About the Foundation
Board of Directors
Patrons' Council
Planned Giving Committee
Mission, Vision and Values
|