Frank Malinka,
CFP, CHFC, Financial Planner
I am the founder of Malinka Financial and have been in practice since 1985 as a professional advisor and insurance expert to professionals, business owners, and retirees.
Professional affiliations include Advocis, an organization created through the merger of the Canadian Association of Financial Planners and the Canadian Association of Insurance & Financial Advisors, and the Financial Planners Standards Council of Canada.
I am also a member of CALU, the Conference for Advanced Life Underwriters which limits it’s membership to 400 professionals in Canada.
Professional designations:
CFP: Certified Financial Planner
CHFC: Chartered Financial Consultant
CLU: Chartered Life Underwriter
BCom: Bachelor of Commerce, Finance
I am married with three daughters and grew up in the Lower Mainland where my family owned a small business. I enjoy golf, skiing, and hockey.
Carola
Carola started her career as a financial administrator and has over 20 years of experience in office administration. She compliments the team at Malinka Financial by servicing client needs and processing transactions in the mutual funds department. If you would like to make any administrative changes to your portfolio, please do not hesitate to contact her with any questions and/or concerns. Carola is also responsible for all of our Insurance Administration needs.
On a personal note, she enjoys spending time with her 3 year old daughter. Carola was born in Argentina and speaks Spanish and Italian. In her free time she enjoys cooking, latin salsa, and is also an avid soccer fan.
Natalie Dusanj
Natalie has over 17 years of experience in office administration ensuring excellence in client service. She is Mutual Fund Licensed and therefore able to sign and process all Mutual Fund Trades.
Natalie is also available to answer any of your administrative questions and to take care of any changes you may have such as change of beneficiary, change of address, change of banking information, change of monthly contributions, and booking appointments, etc.
Natalie has just returned from Maternity Leave on a part-time basis and will be assisting Frank & Carola with Mutual Fund and general office administration.
Specialists Associated with Malinka Financial
Robert Holmes, CMA
As a professional Accountant, Robert will be involved in the design of the initial financial plan and it’s annual review.
Tony Markin, MBA, CA, CFP, TEP
Michael Haywood & Associates Ltd.
Tony Markin is a chartered accountant who works with professionals, senior executives, and business owners in developing tax effective estate planning, business succession, and executive compensation strategies.
Professional Affiliations:
- Conference of Advanced Life Underwriters
- Canadian Association of Financial Planners
- Canadian Tax Foundation
- Society of Tax and Estate Practitioners
- Canadian Institute of Chartered Accountants
- Institute of Chartered Accountants of British Columbia
Professional Designations and Education:
- CA: Chartered Accountant
- In-depth Tax Course
- TEP: Tax and Estate Practitioners
- MBA: Masters in Business Administration – Global Asset and Wealth Management
- BCom: Bachelor of Commerce, Accounting & Management Information Systems
Research Team
As part of our commitment to delivering quality financial planning and sound investment advice to our clients, we are affiliated with, and have access to, a team of Certified Financial Analysts (CFA's) through our mutual fund dealer, Assante Wealth Management and its affiliates. These professionals provide us with economic, product and industry research and insightful monthly market commentaries, all of which assists us to effectively help our clients achieve their financial goals.