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Our Team

 

 

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®

 

Greg Frost B.A, CFP®CIM®

 

Senior Wealth Advisor
iA Private Wealth
 
Insurance Advisor*

Frost Wealth Management Inc.

 

Gregory Frost has lived in Kitchener-Waterloo for many years and is a graduate of Wilfred Laurier University. Greg is a veteran of financial planning and has worked in the field since 1988. Previously, he spent time as a corporate accountant at one of Canada’s largest financial institutions.
Greg’s background makes him analytical and research-driven.
As founder of Frost Wealth Management®, he is an entrepreneurial and independent-thinking investment advisor.
Greg’s specialty is creating customized financial solutions for families and business owners using a unique
client-focused and solution-oriented financial planning process. 


[email protected]

519-741-8478 ext. 1

 

 

 

 

 

 

     Janet Weaver

Janet Weaver

 

Associate Investment Advisor

iA Private Wealth

 

Insurance Advisor*

Frost Wealth Management Inc.

 

Janet joined Frost Wealth Management in 2021 as a Licensed Assistant and achieved her Associate Investment Advisor licensing in 2022. Throughout the licensing process, she has worked tirelessly to expand her financial knowledge and skills.


Janet’s ability to navigate details and communicate effectively have contributed to her success.
With her previous experience in financial services and health care, Janet brings a wealth of knowledge in
insurance-based protection and enhancement solutions to the team.


Please feel free to contact her with any financial planning, trading, fund research, insurance or tax information questions.

 

[email protected]

519-741-8478 ext. 4


 

 

Sharon Maheu

Sharon Maheu


Client Experience and
Marketing Coordinator

 

 

Sharon joined the FWM Team in 2018 with a background in financial services and health care.

She has an extensive knowledge of client experience, event coordination, marketing & communications.

 

With her love of writing, event planning, social media and all things tech,
Sharon is the creative force behind Frost Wealth Management®.

 

She is your go-to person for appointment booking and file prep, reports, client service requests,
Client Portal registration, the monthly newsletter, digital media, seminars and events. 

 

[email protected]

519-741-8478 ext. 3

 


 

Joanne Ryder


Administrative Assistant

 

 

 

 

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.

 

[email protected]

519-741-8478 ext. 5


 

   

Connor Frost

 

Administrative Assistant

 

Connor has been working at Frost Wealth Management each summer while completing his
Bachelor of Commerce at University of Guelph.

 

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 will be working part time as he completes his final year of university and looks forward to joining the team full time in 2023.

 

[email protected]

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.

 

We are happy to work alongside your other professional service providers:

 

  • Accountants

  • Insurance Advisors

  • Lawyers

  • Mortgage Providers

Your Wealth Plan Requires a Team Effort

 
If you don’t have your own team of professionals,
we would be pleased to refer you to one of our strategic experts.