Frank Danielson

Frank Danielson

B.Ed, CFP
Senior Financial Planner
Assante Capital Management Ltd.

Since 1994, Frank Danielson has built a solid reputation for attentive client-focused service, and valued advice. He serves as Personal CFO for a select number of high net-worth individuals, families, and professionals.

Frank’s primary responsibility is to coordinate and manage the evolving needs of our Private Family Office clients, including portfolio strategy, risk & estate planning, balance sheet optimization and the overall wealth planning strategy.

Frank is also responsible for the strategic vision of Danielson Group Wealth Management as well as the annual strategic reviews for Personal CFO and Private Family Office clients.