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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At Restorick Financial Services Inc. , we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Frank Restorick, CFP®

Frank Restorick, CFP®

Senior Wealth Planner

Will Gilroy, CFA®, MA

Will Gilroy, CFA®, MA

Senior Portfolio Manager

Nick Cup, MBA, CFP®, CIM®

Nick Cup, MBA, CFP®, CIM®

Supervising Portfolio Manager

Interior of a grand building with tall arched windows, ornate marble columns, decorative molding, and a large chandelier with round lights hanging from the ceiling.

Team Values

  • Restorick Financial Services Ltd. prioritizes exceptional, personalized service, treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, we make sure each client feels valued and supported. Our client-first philosophy drives each of our decisions, making sure that strategies are tailored to achieve meaningful outcomes and long-term financial success.

  • Honesty, transparency, and ethical practices are the foundation of everything Restorick Financial Services Ltd. does. Our team is committed to providing clear, unbiased advice and open communication at every step of the financial planning process. By consistently putting the client’s best interests at the forefront, we create trusted partnerships that inspire confidence and build lasting relationships.

  • At Restorick Financial Services Ltd., staying informed and knowledgeable is a top priority. Our team continually tracks industry trends to provide expert guidance that reflects the latest developments. By offering up-to-date strategies and empowering clients through education, we make sure every decision is well-informed. This commitment to education fosters confidence and helps clients pursue their financial goals with clarity and assurance.

Timeline

1992

Frank Restorick graduated from the University of Guelph with a Bachelor of Arts degree, specializing in Economics and Politics.

1992

Obtained his Ontario Life Insurance License, enabling him to work as a Life Insurance Advisor. This qualification marked his initial entry into the financial services sector, equipping him with the ability to guide clients through insurance solutions and risk management strategies.

1993 - 2022

Frank earned, and maintained, his registration with the Canadian securities institute. This long-standing standing highlights his deep expertise and commitment to delivering investment advisory services, staying compliant with regulatory requirements, and continuously advancing his knowledge in a dynamic industry.

1999

Frank his Certified Financial Planner (CFP) designation, a prestigious credential recognized across the financial planning profession. This achievement demonstrates his dedication to offering holistic, client-centred financial planning, encompassing investment management, insurance, retirement, estate planning, and more.

Present

Today, Frank Restorick serves as a Wealth Planner at Optimize Wealth Management. Drawing on over three decades of experience in financial services, Frank provides clients with personalized financial strategies designed to help them achieve their long-term goals. His approach combines comprehensive investment advice, insurance planning, and retirement strategies, always with a focus on transparency, trust, and client success.

Supporting our community

Frank Restorick Financial Services Ltd. proudly supports Food4Kids, an organization dedicated to providing healthy food packages to children who face food insecurity. Our involvement helps make sure that vulnerable children across Southern Ontario have reliable access to nutritious meals when school programs are unavailable.

We are a proud supporter of Places for People, an organization dedicated to transforming lives by creating homes and supporting tenants. Through our involvement, we help contribute to the development and management of quality, affordable rental housing that offers stability and opportunity for individuals and families.

Promoting understanding and reconciliation between Indigenous and non-Indigenous communities is an important focus for Restorick Financial Services Ltd.. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to efforts aimed at fostering inclusivity and building stronger connections across communities. This commitment reflects our belief in a more compassionate and unified society.