Solutions for your future needs.

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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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Employee Retirement Plans


Employee Retirement Plans

We can design your employee retirement plan to incorporate the following:

  • Analysis of available investment vehicles and associated yields
  • Investment tracking and reinvestment alternatives
  • Individual financial and investment consulting
  • Establishment and management of individual registered and non-registered retirement savings plans
  • Self-directed RRSPs, group RRSPs, & RESPs

Group Retirement Options

When your employees retire or are approaching retirement, they will need help through this period of change. Professionals are available to educate your employees about all available retirement income vehicles. We offer the expertise and services to ease the transition to retirement for your retirees:

  • Retirement consulting
  • Retirement income projections
  • Establishment of retirement income vehicles—RRSPs, RRIFs, LIRAs, LIFs, annuities

Individual Group Investment Products

Whether you are making investment contributions to save for future expenses or retirement, the Group Investment Program allows you to take control of your personal portfolio and achieve your financial goals with peace of mind.

  • Lower investment management fees
  • No front- or back-end sales charges
  • No deferred sales charges (DSCs)
  • No minimum investment
  • Pre-authorized cheque (PAC)
  • Spousal RRSPs
  • Self-directed RRSPs
  • No annual administration fees
  • Consolidated statements

This information is intended to general educative reference only. This group material is not a specific piece of advice for any one situation as every solution is different.




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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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