To us, wealth management is not about money, it’s about people.
Helping you live your best life is at the heart of what we do.
We free up your time so you can spend it on things that matter—like your family.
In order to make that happen, we bring together a team of experienced individuals
who work hard to help you achieve your goals.
Director - Private Client Group
HollisWealth, a division of
Eva and her family have lived in Kitchener-Waterloo for over 25 years. Eva has worked in the financial services industry since 1995. She has a B.A. in Economics and a Business Administration Diploma. She has also completed the financial planning course with the Canadian Securities Institute. Eva brings a wealth of experience in insurance-based protection and enhancement solutions to the team. Please feel free to contact Eva with any financial planning, insurance or tax information questions.
519-741-8478 ext. 4
Ann has many years of experience as an admin assistant.
Ann is responsible for office management,
client file prep and maintenance, retrieval of tax documents and head office liaison.
519-741-8478 ext. 5
Client Experience and Marketing Coordinator
Sharon has an extensive knowledge of client experience, events,
marketing & communications.
Her background is in financial services and health care.
With a diploma in design and a certificate in writing,
Sharon is the creative force behind
Frost Wealth Management.
She is your go-to person for appointment booking, client service, the monthly newsletter, digital media, seminars and events.
519-741-8478 ext. 3
If you don’t have your own team of professionals,
we would be pleased to refer you to one of our strategic partners.