"I have been dealing with Greg Frost and his financial team for many years now dating back to the early 80’s and found them to be professional and progressive with my financial needs.
As a fire captain on the fire department, I know how important financial planning is with the mandatory age 60 retirement. With the ups and downs of the economy Greg and his team managed to keep me abreast of the ever-changing financial world and markets he deals with.
Greg has me attend regular office visits to go over my portfolio and if a change is required between visits, Greg contacts me to set up an appointment.
I highly recommend Greg Frost and his financial team for any of your financial needs and advice as you prepare for the retirement years ahead. I feel very comfortable and confident knowing Greg is looking after my portfolio as well as my best interest dealing with my finances."
Yours in Business
"Retirement offers the hope of time and money to do things that weren’t possible before, such as vacations. In 1993 I started a relationship with Frost Financial Team to develop a retirement income that would supplement my pension and CPP/OAS. Ten years later I have retired (at 58) and thanks to the advice and financial planning assistance from Frost Financial Team, my wife and I have more disposable income than before retirement. That’s a dream come true!"
Retired IT Manager
"I’ve known & worked with Greg for the last 8 years & in that time have developed a great understanding of his professionalism, sense of care towards clients’ & ongoing development of industry education. I would be happy to recommend anyone of my friends or family members as I am confident their interests will be well served by Greg & his team."
VP Business Development - Dynamic Funds
"When we knew we would be facing some major financial changes with the retirement of my husband we turned to Greg and his professional team to give us the confidence that we could manage this significant life transition.
Greg and Rita walked us through a comprehensive financial plan that ensured we were attending to all factors that needed to be taken into consideration. They not only reviewed our current investments and income and our projected income requirements, but they also ensured our insurance needs were in line with our changing situation and pointed out the importance of updating our will.
Completing this comprehensive financial plan has certainly given us peace of mind as we move into this new stage of life."
Glenna and Ian Murray
June 10, 2011
The best advice we received was from a CERTIFIED FINANCIAL PLANNER®, who actually worked with us to invest both wisely and in a diverse way to take advantage of the ups and downs that naturally occur. Greg Frost worked closely with us in helping us to understand our costs and plan a budget. Further advice from Greg lead us into life insurance and to an opportunity that we most likely would never have encountered otherwise.
In conclusion, with a combination of determined savings over the last 30 years, and sound advice from our financial planner and then assistance in creating a strategy for the timing of retirement, our financial situation is as stable as it can be, and we are now enjoying the fruits of our efforts. We are considerably more financially well off now than we would have been had we tried to go it alone. Many thanks go to Greg and Rita for their hard work and determination.
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.