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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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Audio Library

The following audio messages are meant for educational use only. Talk to your advisor before making any financial decision.

Planning

  • What are the fundamentals of financial independence?

  • Why does your financial security hinge on reducing credit interest?

  • How do I make Real Estate part of my financial plan?

  • How can I avoid making financial mistakes?

  • Recognize and avoid these illusions, to create wealth

  • How do individuals or families accumulate wealth?

  • How can I assess the expense of leasing or buying a car?

  • How can I avoid Financial Internet Scams?

  • What is the value of good financial advice?

 

 

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Disclaimer The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. This website is not deemed to be used as a solicitation in a jurisdiction where this representative is not registered. This content is not intended to provide specific personalized advice, including, without limitation, investment, insurance, financial, legal, accounting or tax advice; and any reference to facts and data provided are from various sources believed to be reliable, but we cannot guarantee they are complete or accurate; and it is intended primarily for Canadian residents only, and the information contained herein is subject to change without notice. References in this Web site to third party goods or services should not be regarded as an endorsement, offer or solicitation of these or any goods or services. Always consult an appropriate professional regarding your particular circumstances before making any financial decision.

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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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