Lisa Stuart

519-741-8478 ext. 5

Lisa Stuart

Administrative Assistant

Frost Wealth Management
iA Private Wealth

About Lisa

Lisa has many years of experience in the financial services industry, with a strong focus on customer service
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.

101-30 Dupont Street E.
Waterloo ON N2J 2G9

Phone: (519) 741-8478

Toll Free: (855) 619-3684 Fax:(519) 741-0361

iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth Inc., its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered. Insurance products provided through [iA Private Wealth Insurance / iA Private Wealth Insurance Agency] Frost Wealth Management is a personal trade name of Greg Frost. Mortgage services provided by referral.