I CAN HELP YOU
TAKE CONTROL OF YOUR FINANCIAL FUTURE
Frank is a unique and qualified financial advisor.
How do I take control of my personal finances?
Focus on what you already have: Your health, your family, and your assets. Eliminate wealth erosion factors as you protect your human and economic life value.
You've heard it before. Pay yourself FIRST. The key is to know how to do this correctly. Let me show you how easy it is to get beyond bothersome budgeting and cash-flow management. Let's get you on a path to save smarter.
Have you earned the right to spend money on investing? Has someone convinced you that investment rate of return is king? Has your advisor explained the drawbacks of common compounding strategies? I'll help you validate your financial decisions before you make them.
My name is Frank Tooton.
I am a qualified Chartered Financial Consultant (CH.F.C.), Certified Financial Planner (CFP), Chartered Life Underwriter, (CLU) and a Leap Systems, LLP. Ambassador & Licensee.
As a respected financial advisor for over 30 years, I help successful individuals navigate the complexities of wealth management. I use a holistic approach that puts you in the driver's seat and allows you to model the various hypothetical outcomes of your personal financial path, considering your lifestyle and spending habits.
Based in Atlantic Canada, I work with clients throughout North America. I am passionate about helping my clients achieve a level of security and confidence in life's many financial decisions. It can be frustrating with the current institutional approach to financial management. Often, investment advisors model on consistent market returns and can be motivated by the fees they make for selling you their products.
I'm motivated by your success. I work directly with you to provide the tools and education you need to chart your path to a holistically managed personal financial portfolio, not just an investment portfolio. I provide independent and unbiased advice and have many years of expertise helping people achieve the lifestyle and stability they deserve.
Do not hesitate to call, email, or text me (902-880-5327).
I'm here to help you optimize your present financial position.