Frank Carroll Financial

Frank Carroll Financial has been assisting individuals and the business community with a variety of financial planning needs since 1960. The firm was established by Frank Carroll and has grown as a successful family business. The firm is currently run by Norm Carroll, the second generation to continue the business. Frank Carroll Financial offers a range of products and services in the areas of personal and business investing, succession planning, wealth management and estate planning.

Products Carried: Estate Tax Reduction Strategies, Segregated Funds and Mutual Funds, Risk Management, Wealth Management for Business Owners, Employee Benefits, Succession Planning, Retirement Planning, Guaranteed Investment

Brands Carried: Great West Life, Sunlife Desjardins Financial, Standard Life, Manulife, Benefits by Design, RBC Insurance, Transamerica Life, Equitable Life, Unity Life of Canada, Empire Life, Canada Life

Languages Spoken: English