Advisor Profile

Frank Pellegrino has been managing the wealth of his clients for more than 31 years.  He is a pioneer in the mutual fund industry, having introduced his No Load dealership: The Mutual Fund Exchange to Canadians in 1995.  Frank is a Chartered Financial Planner and a graduate of York University.  Over his career, Frank has provided financial, tax and estate planning to his Private Clients. His reputation for professionalism and his trustworthiness have set him apart from his peers.

Education

Chartered Financial Planner, The Canadian Institute of Financial Planning
Canadian Securities, Canadian Securities Institute
Life Insurance – Level I & II, Ontario Insurance Commission
Bachelor of Commerce (BCom) – York University

Specialities

Wealth Creation over time
Estate Planning for the small business owner

Career Highlights

Voted top Financial Planner in Vaughan 
Appeared in numerous articles - Globe & Mail, CDN Living, Toronto Star
1996 was featured in Maclean’s Magazine
1995 founded The Mutual Fund Exchange
1993 founded Tripel Investments Inc.

Languages Spoken

English and Italian