Because life is complicated enough.

But sometimes, trying to successfully manage all the aspects of your personal finances can be overwhelming.  With constant demands on your time and energy, it can be difficult to effectively organize and integrate both your business and personal finances. This often leaves you precious little time to enjoy a desired lifestyle or spend time with your family.

Our business owner clients trust our expertise and counsel because:

  • We understand the challenges facing business owners
  • As one of our clients puts it: “We make all the stuff work perfectly.”
  • We become a sounding board and a trusted resource you can delegate to simplify and organize all your moving financial pieces
  • We understand economic swings and tailor investment strategies based on our investment philosophy and the science of capital markets to help maximize returns
  • We optimize tax planning and tax saving opportunities
  • We help you manage risk effectively
  • We ensure well thought plans are in place for your estate and we help facilitate your philanthropic activities
  • We provide objective financial advice and an outstanding client experience

You will always know where you stand in relation to your financial goals, and “how much is enough”. We take care of all the details so you can enjoy your life to the fullest – it’s “wealth without worry”.

  • Greg Aasen’s Story

  • The Barnard’s Story

  • Raymond & Angelique’s Story

  • The Hirji’s Story

  • John Bowering’s Story

Praise From Clients

  • Frank is my personal CFO. He provides the highest level of service: he is ultra-organized, he’s proactive, and he respects my time. As an excellent communicator, he cuts through complex financial issues and consistently provides me with practical, highly effective advice. Working with Frank, I continue to exceed my financial goals.

    Ian Wilkinson
    Former President & CEO
    Radical Entertainment
  • Frank is an exceptional financial advisor. For both my business and in my personal life, I have always seeked knowledgeable professionals who I can trust. Frank continually explores and utilizes creative opportunities to reach people, enables fulsome discussion, and communicates on your level. He has brought a lot of comfort and confidence during the nutty times we're experiencing. For that alone, my relationship with Frank is priceless.

    Greg Aasen
    PMC Sierra
  • Their comprehensive approach to wealth planning, especially the financial plan and their diagnostic checklist, were very thorough. I now have the confidence, that every component of our finances has been integrated for maximum results. For any high net worth families looking for an objective expert to guide them through the complex process of wealth and portfolio planning, I would highly recommend the Frank Danielson Group.

    Darrell G. Ert
    Executive Strategies Ltd

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