Frank Abate is a Chartered Professional Accountant, Certified Financial Planner and Trust and Estate Practitioner. He helps private business owners and high-net-worth individuals in the GTA plan for the tax, financial and estate considerations involved in transferring their wealth and businesses.

frank abate of amco financial meeting with business owners

Experience that Brings Clarity

Frank Abate, CPA, CA, CFP, TEP

Frank’s professional designations and years of experience as a tax advisor provide a strong foundation for the work he does today.

His primary focus has been advising owners of private corporations and high-net-worth individuals whose financial circumstances often involve closely connected business, tax, family and estate considerations. He helps clients understand those connections and prepare for the eventual transfer of their assets.

Professional Designations

Frank’s professional credentials include:

• Chartered Professional Accountant — CPA, CA
• Certified Financial Planner — CFP
• Trust and Estate Practitioner — TEP

Together with his experience as a tax advisor, these designations support his work with private business owners and high-net-worth individuals planning for the future transfer of their assets.

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Planning for What Comes Next

Building wealth and deciding what should happen to it are very different challenges.

As Frank often hears from clients, “Building up my wealth was easy compared to figuring out how it will be dealt with on my passing.”

Without proper planning, families can be left to manage complex financial, tax and business matters during an already difficult time. Frank helps clients work through these decisions in advance, bringing greater structure and clarity to the transition of their wealth and businesses.

Protecting What You Have Built

For owners of private corporations, succession and estate planning may involve both personal and business assets. Decisions about ownership, taxation, family involvement and the future of the company can affect one another.

Frank’s experience allows him to look at the broader situation and help clients identify matters that should be addressed as part of their planning. His goal is to make the process more manageable and help clients leave their loved ones with clear direction rather than unresolved questions.

Beyond the Office

Outside of work, Frank enjoys spending time on the golf course and being with family and friends.

His appreciation for family is also reflected in his professional work: helping clients plan thoughtfully so the people they care about are better prepared for the future.

exploring financial situations for guidance