Chief Financial Officer

Frank Mercuri

CPA, CA

Frank Mercuri is the Chief Financial Officer of Guardian Partners Inc., Modern Advisor Canada Inc., Rae & Lipskie Investment Counsel Inc. as well as a Director of Finance for Guardian Capital Group Limited (Guardian).

Appointed CFO of Guardian’s private wealth businesses in 2023, Frank oversees all finance and accounting functions. His responsibilities include financial reporting, the development and implementation of internal controls, management of working capital, and financial planning and analysis. He joined Guardian in 2021 as Director of Finance and served as Interim Vice President and CFO for the former Guardian subsidiary, Worldsource Wealth Management, from July 2021 to November 2022.

Frank’s career in financial services began in 2012 at KPMG, where he progressively assumed more senior roles. Prior to joining Guardian, he was Senior Manager of Direct Investing Finance for TD Wealth.

Frank graduated with a Bachelor of Management and Organization Studies degree from the University of Western Ontario and holds the Chartered Professional Accountant (CPA), Chartered Accountant (CA) designation.

Disclosures

Guardian Partners Inc. (GPI) is a wholly owned subsidiary of Guardian Capital Group Limited, a publicly traded firm listed on the Toronto Stock Exchange. GPI operates as two divisions, Guardian Capital Advisors (GCA) and Guardian Partners (GP). All trademarks, registered and unregistered, are owned by Guardian Capital Group Limited and are used under license. For prospective, new or existing U.S. clients of Guardian Capital Advisors, please see Form CRS for your review and reference.