We believe our clients benefit greatly by having a personalized financial plan and an investment plan. Our processes will greatly enhance our clients' ability to meet their financial and retirement goals. We believe the Frost Financial Team is positioned to serve as the quarterback to the financial planning process.
As part of this role, we coordinate the activities of client advisors and our own network of strategic partners such as tax accountants and estate lawyers. Lately, there seems to be a lot of noise generated by the banks and online trading platforms about f. Earlier this year, Greg registered for the TELUS Ride for Dad with the intention of inviting family friends and.
As part of this role, we coordinate the activities of client advisors and our own network of strategic partners such as tax accountants and estate lawyers. Lately, there seems to be a lot of noise generated by the banks and online trading platforms about f. Earlier this year, Greg registered for the TELUS Ride for Dad with the intention of inviting family friends and.
Services
The team at Frost Wealth Management(R) (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 number one focus is helping our clients to understand their finances in order to make informed and healthy decisions.
Gregory Frost has lived in Kitchener-Waterloo for many years and is a graduate of Wilfred Laurier University. 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.
Plan- we work with you to determine where you are now and what steps we need to take to get you where you want to be. It doesn't stop there. Life is seldom a straightforward journey. Circumstances change. Goals change. Which is why we meet with you at regular intervals to review these three steps and make the necessary adjustments along the way.
The team at Frost Wealth Management(R) (FWM) has been a helping families grow, protect and leave a legacy since 1988. We have utilized the company's various services offered over the past 30 years. Estate planning, updating our will, having the right life insurance coverage, saving for our retirement and our kid's education, have all been handled in a professional manner with our best interests in mind.
A holistic financial plan takes all of the complex aspects of your life and finances, then streamlines it into an easy-to-understand, actionable road map. We start with where you are now and where you want to be. We factor in each life stage along the way and build protection for your current and future assets.
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