Frank Ortencio, FMA, FCSI, CIM^®

365.874.6842
Frank.Ortencio@RaymondJames.ca
Vice President Portfolio Manager

With 25 years of financial services experience, Frank offers a comprehensive understanding of financial products combined with expertise in portfolio management and tax efficient investing. Frank’s disciplined process ensures emotions do not interfere with successful investing. The results are properly diversified portfolios, tailored to the client’s specific needs. Frank takes time to gain an in-depth understanding of clients’ unique situations to help them reach their goals.

Jayne Fiamboli, APM, CIM^®

365.874.6843
Jayne.Fiamboli@RaymondJames.ca
Associate Financial Advisor

Jayne has overall responsibility for managing client relationships, ensuring everything runs smoothly in client accounts, as well as creating financial plans. Jayne has worked in the investment industry for over 28 years and specializes in providing investment management services to clients. Her client-focused style and her emphasis on building strong client relationships drive the team. Jayne holds the Chartered Investment Manager designation.

Nikki Lee

365.874.6844
Nikki.Lee@RaymondJames.ca
Associate Financial Advisor

Nikki joined the team in May 2015. She graduated from the University of Ottawa, obtaining a Bachelor of Science degree. Nikki also attended George Brown College, completing her post-graduate certificate in Marketing Management and Financial Services. She has completed the Canadian Securities Course (CSC), Wealth Management Essentials (WME), and Investment Management Techniques (IMT).

Shea Sullivan

Shea.Sullivan@RaymondJames.ca
Business Development Specialist

Shea joined our team in the summer of 2022 as an intern from Wilfrid Laurier University. He went on to complete his degree with honours in Economics before rejoining us this summer as a business development specialist.