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Senior Wealth Advisor
Frost Wealth Management
iA Private Wealth
Owner | Frost Wealth Inc
Insurance Advisor*
Greg has been a longtime resident of the Kitchener-Waterloo area having graduated from Wilfred Laurier's School of Business and Economics. Greg is a veteran of financial planning and has worked in the field since 1988. Previously, he spent time as a corporate accountant at one of Canada’s largest financial institutions. Greg’s background makes him analytical and research-driven.
As founder of Frost Wealth Management®, he is an entrepreneurial and independent-thinking investment advisor. Greg’s specialty is creating customized financial solutions for families and business owners using a unique client-focused and solution-oriented financial planning process.
The team at Frost Wealth Management® (FWM) has been a helping families grow, protect and leave a legacy since 1988.
During that time, the FWM staff has undergone some growth of our own, including some new additions, but the core of what we do remains the same.
Our team offers a superior service level highly tailored to each client’s situation. Whether you are looking for portfolio management, financial planning, tax strategies, insurance solutions or even succession planning we cover that in house
We also have an integrated wealth management approach by leveraging on a highly experienced professional network of (tax specialists, legal experts, accountants, insurance specialists and mortgage brokers).
iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. iA Private Wealth Inc. is 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 iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. 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 iA Private Wealth 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 [iA Private Wealth Insurance / iA Private Wealth Insurance Agency] Frost Wealth Management is a personal trade name of Greg Frost. Mortgage services provided by referral.
(855) 619-3684
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