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®
Investment AdvisorDirector - Private Client Group Insurance Advisor
|
Eva BogdanowiczLicensed AssistantHollisWealth, a division of
Insurance AdvisorHollis Insurance Inc.
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. e.bogdanowicz@holliswealth.com519-741-8478 ext. 4 |
Ann Snider
Administrative Assistant
Ann has many years of experience as an admin assistant.
Ann is responsible for office management, account inquiries, client file prep and maintenance, retrieval of tax documents and head office liaison. a.snider@holliswealth.com519-741-8478 ext. 5 |
Sharon Maheu
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. s.maheu@holliswealth.com519-741-8478 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.
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.
(855) 619-3684
Client Login
