About Greg

 

Greg has been a longtime resident of the Kitchener-Waterloo area having graduated from Wilfred Laurier's School of Business and Economics. Greg is a veteran of financial planning and has worked in the field since 1988. Previously, he spent time as a corporate accountant at one of Canada’s largest financial institutions. Greg’s background makes him analytical and research-driven.

 

As founder of Frost Wealth Management®, he is an entrepreneurial and independent-thinking investment advisor. Greg’s specialty is creating customized financial solutions for families and business owners using a unique client-focused and solution-oriented financial planning process. 

 

 

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).