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We collect basic website visitor information on this website and store it in cookies. We also utilize Google Analytics to track page view information to assist us in improving our website.
Administrative Assistant
Frost Wealth Management
iA Private Wealth
Brittany has built over seven years of experience in the banking industry, where analytical thinking and attention to detail became second nature. A passionate reader and writer at heart, Brittany has always found joy in storytelling and the written word. With an academic background in Ecological Biology, she developed a deep appreciation for the natural world, which often inspired her creative and reflective writing. Blending a love for language with a strong foundation in both science and finance, she brings a unique and thoughtful perspective to Frost Wealth Management.
Lisa joined Frost Wealth Management in October of 2023. She brings many years of experience in the financial services industry, with a strong focus on customer service. Lisa has a background in Office Systems Management and is a great asset to our team.
Lisa is responsible for money movement, recurring payments, account opening and inquiries, document prep,
maintaining current KYC (Know Your Client) standards and head office liaison.
You will find Lisa at our front desk and be greeted with a friendly smile.
(519) 741-8478
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