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.
Greg Frost B.A, CFP®CIM®
Senior Wealth Advisor
|
|
|
Joanne has many years of experience in the financial services industry, with expertise in medical and financial underwriting.
Her insurance-based experience, with a strong focus on customer service, is a great asset to our team.
Joanne is responsible for money movement, recurring payments, account opening and inquiries, document prep,
maintaining current KYC (Know Your Client) standards and head office liaison.
You will find Joanne at our front desk and be greeted with a friendly smile.
519-741-8478 ext. 5
Connor has been working at Frost Wealth Management each summer while attending University of Guelph
and has now completed his Bachelor of Commerce.
Connor is responsible for money movement, recurring payments, account opening and inquiries, document prep,
maintaining current KYC (Know Your Client) standards and head office liaison.
He has joined us full time and is currently working on his Canadian Securities Course.
Connor hopes to become a fully licensed advisor in the coming year.
519-741-8478 ext. 6
*Insurance products and services are offered through Frost Wealth Management Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
Accountants
Insurance Advisors
Lawyers
Mortgage Providers
Your Wealth Plan Requires a Team Effort
iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. iA Private Wealth Inc. is 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 iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. 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 iA Private Wealth 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 [iA Private Wealth Insurance / iA Private Wealth Insurance Agency] Frost Wealth Management is a personal trade name of Greg Frost. Mortgage services provided by referral.
(855) 619-3684
Check Your Account
