Frost Wealth Management

Our Team

Team Photo

 

 

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®

 

Greg Frost B.A, CFP®CIM®

 

Investment Advisor

Director - Private Client Group
HollisWealth, a division of Industrial Alliance Securities Inc.
 

Insurance Advisor
Hollis Insurance Inc.

 

Gregory Frost has lived in Kitchener-Waterloo for many years and is a graduate of Wilfred Laurier University. 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. 

g.frost@holliswealth.com

519-741-8478 ext. 1

 

 

Eva Bogdanowicz

 

Eva Bogdanowicz

 
Licensed Assistant

HollisWealth, a division of
Industrial Alliance Securities Inc

 

Insurance Advisor

Hollis 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.com

519-741-8478 ext. 4

 

 

 

Ann Snider

 

Ann Snider

 

Administrative Assistant

 

Ann has many years of experience as an admin assistant.
She previously worked in financial services, at an educational institution and in emergency services.

 

Ann is responsible for office management,

account inquiries,

client file prep and maintenance, retrieval of tax documents and head office liaison.

a.snider@holliswealth.com

519-741-8478 ext. 5

 

Sharon Maheu

 

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.com

519-741-8478 ext. 3

 

 

 

We are happy to work alongside your other professional service providers:

 

  • Accountants
  • Insurance Advisors
  • Lawyers
  • Mortgage Providers

 

If you don’t have your own team of professionals,

we would be pleased to refer you to one of our strategic partners.

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