Frank Danielson

Frank Danielson

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

Frank Danielson is the Personal CFO and wealth mentor for a select number of high net-worth families and entrepreneurs. He heads the Private Family Office team of experienced professionals to look after the complex and evolving needs of his clients. Frank’s passion is to help his clients preserve, build and manage multi-generation legacies and wealth.

Frank is inspired to create a long-lasting and meaningful impact in his clients’ lives daily. He creates custom-built solutions and works with your other trusted professionals to ensure your wealth management needs and goals are fully integrated and optimized.

Frank established Danielson Group Wealth Management in 1994. Under his leadership, the team has earned a reputation for unsurpassed client service and wealth management advice. They take a disciplined, holistic approach to wealth planning and investment selection. They know that success is multi-dimensional and means more than just financial wealth.

A sought-after industry speaker and financial literacy educator, Frank has the ability to reduce complex financial subjects into easy to understand themes. He is often found illustrating concepts and plans on his unique writable wall with his clients in a collaborative environment.

Frank earned his Bachelor of Education in Biological Sciences from the University of Victoria and has also completed the Certified Financial Planner designation in 1998.

Life Outside of Work

  • Active member of the Community Development board of the Vancouver Foundation
  • Partner of SVP Social Ventures Partner, an organization dedicated to connecting engaged, passionate donors with non-profits
  • Member of MacKay CEO Forum, a peer group for results oriented CEOs across Canada
  • Founded the Danielson Group Foundation, an endowment fund established to support children, youth and families, and to finding solutions for youth homelessness.
  • Can be found on the golf course, exploring how to be a better photographer, or longboarding with his son, Dylan.
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Advisory services provided by CI Assante Wealth Management (“Assante”) are offered through Assante Capital Management Ltd., a registered investment dealer, and Assante Financial Management Ltd., a registered mutual fund dealer. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Assante Financial Management Ltd. is a member of the Mutual und Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).

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