Frank J Restorick
Wealth Planner @Optimize Financial Group
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WORK HISTORY
Wealth Planner @Optimize Financial Group
Burlington, ON, CA
At Optimize, I assist my clients with their financial planning needs while at the same time acting as their main point of contact for any of their client relationship needs, including by ensuring that all investment advice is provided to clients by a Licensed Optimize Representative (Associate Advising Representative or Advising Representative). Together, we look forward to working with you to Set Your Goals and Make Them Happen.
EDUCATION
University of Guelph
BA
University of Guelph
Bachelor of Arts (BA)
University of Guelph
Bachelor of Arts (B.A.)
SKILLS
ABOUT FRANK J RESTORICK
As a Wealth Planner at Optimize Asset Management, I help clients bring clarity and…
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