Frost Wealth Management

 

Greg Frost B.A, CIM®, CFP®

 

 

Portfolio Manager & Senior Wealth Advisor

Frost Wealth Management

iA Private Wealth

 

Insurance Advisor *

Frost Wealth Management Inc.
 

    

 

email: [email protected]

phone: (519) 741-8478  -  Ext. 1

 

 

 

About Greg

 

Greg is the founder of Frost Wealth Management and a veteran of the wealth management field. He is a graduate of Wilfred Laurier’s School of Business and Economics and holds a CIM® (Chartered Investment Manager) and CFP® (Certified Financial Planner) designation. Greg has worked in financial services since 1988 and was previously employed as a corporate accountant at one of Canada’s largest financial institutions.

 

Greg creates customized wealth management solutions for families and business owners using a unique, client- focused and solution-oriented process. He is an entrepreneurial thinker with an analytical and research- driven mindset.

 

Greg has volunteered with St. Agnes Church finance committee, and with Junior Achievement in KW teaching the “Dollars with Sense” course to grade 8 students.

 

He lives in Waterloo and has two children. In his free time, Greg enjoys cottaging on Georgian Bay, motorcycling across Canada and loves to travel.

 

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