101-30 Dupont Street E.
Waterloo, Ontario N2J 2G9
|Frost Financial Team, HollisWealth||Phone: (519) 741-8478||Fax: (519) 741-0361|
|Greg Frost||Investment Advisor, HollisWealth||Phone: (519) 741-8478 ext 202||Fax: (519) 741-0361|
|Eva Bogdanowicz||Licensed Assistant||Phone: (519) 741-8478 ext 203||Fax: (519) 741-0361|
|Leanne Forster||Marketing Assistant||Phone: (519) 741-8478 ext 205||Fax: (519) 741-0361|
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.