About Us

Frank Carroll Financial has been assisting individuals and the business community with a variety of financial planning needs since 1960. The firm was started by Frank Carroll and has grown as a successful family business. The firm is currently run by Norm Carroll, the second generation to continue the business.

Frank Carroll Financial offers a range of products and services in the area of personal and business investing, succession planning, wealth management and estate planning.

The firm’s advisors are financial planning professionals, experienced in all aspects of the financial planning process. We have established relationships with all major insurers in order to provide the best value to our clients. Frank Carroll Financial offers insurance and provides a team of actuarial and product specialists to enhance our client support. Norm Carroll, Neil Carroll and Laurie Serran, investment representatives, offer mutual funds through Quadrus Investment Services Ltd.

The office is located in Pembroke, Ontario

Our Team

Norm Carroll President	Neil Carroll, CFP Financial Planner	Laurie Serran, CFP Financial Planner
Marc Lapierre Financial Planner	Laura Carroll Financial Planner	Glenn Casey Employee Benefits Specialist
Claude Keon Financial Planner	Mary Jane Carroll Administration  Manager	Kelly Gale Administrative Assistant
Monique Yashinskie Front Office	Debbie Girard Administrative Assistant