Frost Wealth Management

Resources

 

 

The Team Approach

Our strategic partners help round out our complete offering of financial services:

 

 

Donald MacDonald

Donald MacDonald BA, CIM, FSCI, CFA

Senior V.P. & Portfolio Manager, 1832 Asset Management L.P.

Insurance Advisor, Hollis Insurance Inc.

 

Donald joined 1832 Asset Management LP in 1997 and brings with him a history of excellence in building client relationships. In addition to having strong investment expertise and an in-depth knowledge of capital markets, Donald has the acumen suited to providing the appropriate counsel to our high net worth clients. Donald's primary client focus is in providing investment management services to business owners, small institutions and multi-employer pension plans.

 

 

 

Jennifer Jacobs

Jennifer Jacobs BA, CFU, CLU, CHS

Insurance Consultant, Hollis Insurance Inc.

 

Jennifer is a recognized expert in living benefits with extensive expertise in long term care insurance sales and training. Jennifer is the founder and Senior Specialist of LTCI Consulting Inc. which provides insurance advice with respect to all living benefit options.

 

 

 

 

 

 

Lori Pollice

 

Lori Pollice AMP

Mortgage Agent, INVIS

 

Lori was born and raised in the Waterloo area. She has a diploma in accounting from Conestoga College. Lori has 12 years experience as an independent mortgage agent. Striving for excellence and exceeding client's expectations is Lori’s philosophy. Lori helps aide our clients in fulfilling their dream of owning a home.

 

 

 

 

Bruce Lackenbauer

Bruce Lackenbauer B.A., LL.B

Mandorin, Snyder LLP Barristers & Solicitors

 

Bruce has more than 30 years experience as a solicitor practicing primarily in the areas of corporate commercial law, including mergers and acquisitions, wills and estates and real estate, both commercial and residential. Bruce graduated from Osgoode Hall Law School in 1976 and was called to the Bar in 1978.

 

 

 

 

 

 

Chris Williams

Chris Williams BA, E.P.C.

Insurance Advisor, Hollis Insurance Inc.

 

Chris has over 45 years of experience in the Financial Services industry. He has spent the last 25 as a Financial Advisor and now specializes in providing guaranteed life-time income solutions and value-based legacy planning to individuals and families who are currently enjoying retirement, or who are planning to retire in the near future.

 

 

 

 

Randy Shantz

 

Randy Shantz CPA, CGA, CFP®

MAC LLP Chartered Professional Accountants

 

Randy, a partner in the Waterloo office, specializes in advising individual clients and owner-managed businesses in achieving their goals by providing accounting, financing, budgeting, income tax services and other business advisory services. Randy is known for providing exceptional client service working with his clients as they grow and succeed.

 

 

 

 

Great things in business are never done by one person.
They're done by a team of people.

- Steve Jobs