Dylan Frank, CFA, CFP®

Welcome to my channel!

I'm Dylan Frank, a wealth advisor at Old Port Advisors, established in 1994. Before this I spent several years working with families with $5M to over $1B in investments, and now I am sharing what I've learned with you all.

I make videos about investing, taxes and planning, usually working through a real example so you can see how the numbers come out.

If you'd like to talk through your own situation, you can book a call with me in the links section below.