We all have causes that are near and dear to us. What’s important to you is important to us.
Every December, in lieu of Christmas cards, the Frost Wealth Management team invites clients to take advantage of our Charitable Giving Fund.
Donate to your favourite organization and we will match up to $50 per client. It’s easy!
Simply return the attached Contribution Form by December 15th, along with the cheque made payable to the charity of your choice. We will match it and submit everything in time for this year’s tax receipt.
In addition to the Charitable Giving Fund, here are a few of the organizations that we have supported:
United Way Waterloo Region Communities
HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. This is not an official website or publication of HollisWealth and the information and opinions contained herein do not necessarily reflect the opinion of HollisWealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by Industrial Alliance Securities Inc., its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered. Insurance products provided through Hollis Insurance Inc. Mortgage services provided by referral.
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