Business Details
38 Years
experience
Your Trusted Partner for Holistic Wealth Management Solutions
Frost Wealth Management has been delivering integrated wealth management solutions for Canadian businesses and families since 1988. Our team of experienced professionals, including Greg Frost, Connor Frost, and Spencer Frost, specializes in crafting personalized investment strategies tailored to individual client needs. With over 38 years of industry expertise and a client retention rate of 99%, we prioritize a holistic approach that encompasses financial planning, tax optimization, insurance solutions, and estate planning.Our partnership with iA Private Wealth enhances our capabilities, combining national stability with localized, client-centric service. We are committed to empowering clients to build wealth, preserve legacies, and achieve financial freedom through disciplined investment processes and cross-border expertise for clients in Canada and the United States.
Services
Wealth Management
Financial Planning
Tax Planning
Insurance Solutions
Estate Planning
Mortgage Solutions
Retirement Accounts
Investment Accounts
Cross-Border Services
Client Education
Details
- Year established: 1988
Highlights and features
- We offer 38+ years of experience in wealth management with a 99% client retention rate.
- Our team provides tailored investment strategies structured to individual client needs.
- We deliver cross-border financial expertise for clients in Canada and the United States.
- Our partnership with iA Private Wealth ensures access to national resources and stability.
- We combine a disciplined investment process with personalized financial planning.
What people say
True professionals
Pleasure to work with
Commitment to grow portfolio
Recommended to friends
Tailored strategies
Services
Wealth Management
Our wealth management services focus on creating diversified investment portfolios tailored to individual goals. We employ a disciplined process to evaluate global markets, ensuring strategies that optimize risk management and tax efficiency. Clients benefit from consistent returns through tailored approaches that align with their unique financial situations.
Financial Planning
Comprehensive financial planning addresses short- and long-term objectives, including retirement, education savings, and estate strategies. We develop personalized plans to clarify goals, maximize savings, and protect assets, ensuring clients maintain financial stability through life's milestones and transitions.
Tax Planning
Tax planning services aim to minimize liabilities through legal strategies like income deferral, tax-deferred accounts, and optimized deductions. Our team collaborates with clients to implement solutions that enhance savings and reduce current and future tax burdens while aligning with broader financial objectives.
Estate Planning
Estate planning ensures assets transfer according to client wishes while minimizing taxes and legal complications. We utilize trusts, wills, and beneficiary designations to safeguard assets, provide liquidity for estates, and maintain privacy in asset distribution processes.
Cross-Border Services
Specialized cross-border services address financial needs for clients in Canada and the U.S., including IRA rollovers and PFIC compliance. Our advisors navigate complex regulations to deliver seamless investment management and tax-efficient strategies across North American markets.
People
Greg Frost
Portfolio Manager & Senior Wealth Advisor
Greg Frost, founder with 38+ years of experience, specializes in wealth management and holds CFP and CIM designations. He leads strategic investment decisions and mentors the team.
Connor Frost
Investment Advisor
Connor Frost brings expertise in investment advisory services, supporting next-generation wealth management solutions for clients across Canada.
Spencer Frost
Investment Advisor
Spencer Frost, a CIM holder, focuses on cross-border financial strategies and serves clients in Canada and the United States.
Janet Weaver
Associate Investment Advisor
Janet Weaver supports top-tier clients with investment advisory services and insurance solutions, leveraging extensive industry experience.
Sharon Maheu
Client Experience Coordinator
Sharon Maheu manages client relationships and marketing initiatives, ensuring personalized service and communication for all clients.
Questions
What services does Frost Wealth Management offer?
We provide wealth management, financial planning, tax optimization, estate planning, insurance solutions, and cross-border financial services for Canadian and U.S. clients.
How are investment strategies tailored to individual needs?
Our team creates personalized portfolios based on client goals, risk tolerance, and financial circumstances through weekly investment committee analysis.
Do you work with U.S. residents?
Yes, our iA Private Wealth (USA) division offers services for clients in the United States, including retirement accounts and PFIC compliance.
What is your approach to estate planning?
We use trusts, wills, and tax-efficient strategies to ensure asset protection, minimize probate fees, and facilitate smooth intergenerational transfers.
How do you support retiring financial advisors?
We acquire books of business with competitive pricing, flexible transitions, and 99% client retention to ensure seamless advisor retirements.
