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
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Janet Weaver
Licensed AssistantiA Private Wealth
Insurance AdvisorFrost Wealth Management
Janet has many years of experience as an admin assistant.
Janet is responsible for money movement, recurring payments, account opening and inquiries, document prep, maintaining current KYC (Know Your Client) standards and head office liaison. [email protected]519-741-8478 ext. 4 |
Sharon MaheuClient 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 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 |
Connor has been working at Frost Wealth Management each summer while completing his Bachelor of Commerce at University of Guelph.
With a keen interest in all things financial, Connor works with each team member to learn the business. He looks forward to joining the team full time in 2023.
519-741-8478 ext. 8
New Hire
Administrative Assistant
iA Private Wealth
Coming Soon!
Accountants
Insurance Advisors
Lawyers
Mortgage Providers
Your Wealth Plan Requires a Team Effort