Solutions for your future needs.

Book a meeting


(519) 741-8478

Frost Financial Team
101-30 Dupont Street E.
Waterloo ON N2J 2G9
Phone: (519) 741-8478, Toll Free: (855) 619-3684 Fax: (519) 741-0361
Contact us

 

About Us / Profile

25th Anniversary Frost Financial

Frost Financial Team has been providing integrated wealth management solutions for Canadian families for over 25 years.

Our services provide valuable time for our clients to focus on what is important to them - THEIR FAMILIES.

Our "Blue-Chip" investment advice supports your financial goals and growth, helping to build a secure future for your family.

Frost Financial Team has developed several processes to guide our clients to the successful attainment of their financial planning goals.

Our business model is founded on our belief that each client is unique. We truly listen to our clients so that we can fully understand where you are and where you want to be in the future. To help you establish goals and objectives, it is important that we understand you, your corporate culture, budget, and history, along with all the distinctive elements that make you unique.

Please feel free to contact us by clicking on the contact button above and filling out the contact information or by calling 519-741-8478 or 1-855-619-3684.

Greg P. Frost, BA. CFP®, CIM®
CERTIFIED FINANCIAL PLANNER®
Investment Advisor
HollisWealth – Industrial Alliance Securities Inc.

DISCLAIMER

Implementing a retirement, estate, and any other form of financial plan may consist of investing in mutual funds, insurance products (such as segregated funds) and other financial instruments. Prospective investors should always obtain a copy of the offering documents in respect of each investment product (such as prospectus, information statement or folder, insurance contract, etc.), and read it carefully, including discussion of any risk factors, fees, expenses, terms, conditions and restrictions. Consult your personal tax and legal advisor before investing.


HollisWealth®, a division of Industrial Alliance Securities Inc.

A A
Financium.getAdvisorInfo()=miss Financium.getPage()=miss Financium.getPage()=miss