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Frank Scoleri began his career in 1996 and joined TD Wealth Private Investment Counsel in 2004 where he has consistently demonstrated expertise in creating integrated wealth managements solutions and building strong relationships with his clients.
Working closely with the team of professionals within TD Wealth Private Client Group, Frank provides advice in the areas of; portfolio management, will and estate planning, business succession planning, tax planning, and insurance solutions The partnership is crucial to the evolving needs of clients from the accumulation of wealth to the preservation and transitioning of wealth through every stage of life.
In addition to experience, integrity and dedication to his clients, Frank is a Chartered Financial Analyst (CFA) Charterholder, a Fellowship of the Canadian Securities Institute and holds the Canadian Investment Management designation. Frank is also registered with the Ontario Securities Commission as a Senior Portfolio Manager and is a member of the CFA Toronto Society.
Frank resides in Mississauga with his wife and two sons.
Branch Office: (905) 501-8105
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.