About Greg

 

Greg is the founder of Frost Wealth Management and a veteran of the wealth management field since 1988. 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 for over 37 years 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.

 

 

About Frost Wealth Management

 

The team at Frost Wealth Management® (FWM) has been a helping families grow, protect and leave a legacy since 1988. 

During that time, the FWM staff has undergone some growth of our own, including some new additions, but the core of what we do remains the same.

 

Our team offers a superior service level highly tailored to each client’s situation. Whether you are looking for portfolio management, financial planning, tax strategies, insurance solutions or even succession planning we cover that in house

 

We also have an integrated wealth management approach by leveraging on a highly experienced professional network of (tax specialists, legal experts, accountants, insurance specialists and mortgage brokers).