Frank Abate is a Chartered Professional Account (CPA, CA). He also holds a CFP
designation (Certified Financial Planner), and TEP designation (Trust and Estate
Practitioner Designation). Frank’s professional designations, along with his years
of experience as a Tax Advisor (Primarily with Owners of Private Corporations and
High Net Worth Individuals) have provided an excellent foundation for the area of
advice he currently focuses on.
Frank acts as an independent advisor specifically in the area of Estate Planning
with Life Insurance. Given Frank’s extensive tax expertise, the solutions he offers
clients focus on ways to maximize transitions of wealth to loved ones, while
minimizing taxation on death.
Frank works with numerous financial advisors across Canada dispensing advice to
their clients, with a good portion of his time being spent working with the
Ascendant Financial team and their clients.