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Over 25 years in Business Helping You Grow, Protect and Leave a Legacy
25 Years Frost Financial Team has...
We’ll help you create a plan just right for you...
For Business Owners
We offer strategic planning for both small businesses and corporations...
Our mission is to build long-term relationships and partner with our clients as trusted advisors. Our clients trust our team with their financial future and the financial future of their families. Our work frees up valuable time for our clients to...
"I have been dealing with Greg Frost and his financial team for many years now dating back to the early 80’s and found them to be professional and progressive with my financial needs.
We believe our clients benefit greatly by having a personalized financial plan and an investment plan. Our processes will greatly enhance our clients' ability to meet their financial and retirement goals.
Frost Financial Team Charitable Giving Fund Frost Financial Team is proud to support the following organizations on an on going basis. It is our belief that being a good corporate citizen is a vital part of our day-to-day activities. On an annual...
We have Identified 3 major goals that most of our clients and their families will want to address in life: 3 Goals of Life Live and retire in a lifestyle you deem comfortable Make a positive financial impact in the lives of your children and gra...
To prepare for your meeting we ask that you print off the forms and fill them in and bring them to your meeting with you...
Medical and Travel Insurance
Implementing a retirement, estate, and any other form of financial plan may consist of investing in mutual funds, insurance products (such as segregated funds) and other financial instruments.
Prospective investors should always obtain a copy of the offering documents in respect of each investment product (such as prospectus, information statement or folder, insurance contract, etc.), and read it carefully, including discussion of any risk factors, fees, expenses, terms, conditions and restrictions.
Consult your personal tax and legal advisor before investing.
HollisWealth®, a division of Industrial Alliance Securities Inc.