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Frost Wealth Management
iA Private Wealth
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In 2021, Spencer graduated with distinction from the University of Guelph, specializing in Finance and Economics. In January 2024, Spencer joined Frost Wealth Management on a full-time basis, operating from the Waterloo office. He has successfully completed the Canadian Securities course,
Conduct & Practices Handbook, and earned the Chartered Investment Manager designation.
Currently, he is in the process of finalizing his accreditation for the Investment Advisor designation, expected to be completed in the spring of 2024.
Spencer brings nine years of financial service experience, having previously worked at a top Canadian Chartered Bank and a large Wealth Management Dealer firm in Toronto. His background encompasses roles in client services, investment research and corporate development where he achieved a Vice President position.
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.
(855) 619-3684
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