Frank Malinka
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 the Canadian Institute of Financial Planning, the Financial Planners Standards Council of Canada, and Advocis, an organization created through the merger of the Canadian Association of Financial Planners and the Canadian Association of Insurance & Financial Advisors.
Professional designations:
CFP: Certified Financial Planner
CHFC: Chartered Financial Consultant
CLU: Chartered Life Underwriter
BCom: Bachelor of Commerce, Finance
I am married with two adult daughters and grew up in the Lower Mainland where my family owned a small business. I enjoy golf, skiing, and hockey.
Carola
Carola Bartolomeo
Carola started her career as a financial administrator and has over 20 years of experience in office administration. She is mutual fund licensed. 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 young 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.
Spencer Rolls
B. Spencer Rolls, BA, CIM
Spencer joined our team in early 2011, and brings a number of years of industry experience to Malinka Financial. Prior to joining us, he graduated with a B.A. from UBC in 2004 where he studied English and Economics. Following his time at UBC, he proceeded to earn his Canadian Investment Manager (CIM) designation while working with a major Canadian investment firm.
As part of our team, he will be directly involved in the creation and monitoring of financial investment and insurance planning for all of our clients. Feel free to get in touch with Spencer for any of your investment and insurance questions or needs.
When not helping our clients reach their financial goals, he can be found exploring the great outdoors with his fiancé– usually with his fly fishing rod in hand.