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(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
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Charitable Giving

Frost Financial Team Charitable Giving Fund

Frost Financial Team is proud to support the following organizations on an on going basis. It is our belief that being a good corporate citizen is a vital part of our day-to-day activities.

On an annual basis, the Frost Financial Team challenges their clients every December by encouraging them to donate to a charity of their choice. Frost Financial matches funds donated up to $50.00 per client to help those in need over the holiday season.

We support both local and international charities.

If you are interested in participating, please complete our “Charitable Giving Fund” form and return it along with a cheque made payable to your chosen organization. We will then in turn contribute up to $50.00 to that charity. Please ensure your cheque is received by December 15th to allow for processing within the current tax year.

We thank you for your generosity.

Charitable Giving Total to Date: $38,365.86

Contribution Form

Thank You Letter

2017 - $3,805
2016 - $2,600
2015 - $2,471
2014 - $3,107
2013 - $2,991
2012 - $2,699
2011 - $2,692
2010 - $3,443
2009 - $2,614
2008 - $3,214
2007 - $4,330
2006 - $4,400

Thank you to all who considered it a worthy cause.

The following is a partial list of organizations we support:

*Room to Read - World change starts with Educated Children™

In 2004 Frost Financial Team supported the building of a school in Sri Lanka after the devastating Tsunami destroyed communities and resulted in 40,000 lives lost.

In 2007 Greg Frost - Frost Financial funded the building of a Nursery and Preschool in Laos - Xayabouly District which was constructed and opened in October 2007. Opening ceremonies were attended by Greg and friends, government representatives and of course the school children. The school opening was a wonderful opportunity to help the children of Laos get a great start in the journey of lifelong learning , Greg Said this, "I am happy to have helped Room to Read bring this project to the children."

School room completion report

Girls Scholarship Program

A scholarship program dedicated to providing girls with the life long gift of education

United Way of Kitchener – Waterloo

Through collaboration build on our communities resources and strengthen our capacity to improve the quality of life for all.

Manulife - Bike & Hike for Heart

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.

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