Our Team
Our mission is to build long-term relationships and partner with our clients as trusted advisors. Our clients trust our team with their financial future and the financial future of their families.
Our work frees up valuable time for our clients to focus on what is most important to them - their families.
Our Purpose:
“We partner with Families and Business owners by providing personalized financial planning solutions.”
Greg Frost, B.A., CFP ®
Investment Advisor
Certified Financial Planner
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Gregory Frost has lived in Kitchener-Waterloo for 35 years and is a graduate of Wilfred Laurier University. Greg is a 20-year veteran of the financial planning field. Greg’s background makes him analytical and research driven. As co-founder of the Frost Financial Services Inc., 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.
Greg and his wife, Leanne, live in Waterloo with their two children. Greg enjoys the outdoors, skiing, snowmobiling, boating and mountain biking.
Rita Edmonstone
Executive Associate
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Rita has over 10 years experience in the financial services industry in the Kitchener-Waterloo area. Rita is a Life Licensed and mutual fund licensed assistant.
Rita's primary role is providing exceptional client service and administration; as well as financial planning preparation, administration and team marketing initiatives.
Eileen Hoekstra
Administrative Assistant
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Eileen has over six years experience as an Administrative Assistant in the Financial Services Industry. Her prior experience includes New Business and Pension Administration for Insurance Companies. Eileen’s primary role is to provide exceptional client service and administration for our clients and team members.
Our Strategic Partners
James Morgan, B Math, CA
Moore, McDermott & Partners LLP Chartered Accountants
Mr. Morgan is a partner in the firm and has been a member of the firm since January 1980. He graduated from the University of Waterloo Co-op mathematics program in 1979 and obtained his C.A. designation in 1980. Mr. Morgan provides all aspects of accounting, auditing, tax and small business consulting to his clients. His extracurricular activities have included Secretary/Treasurer of the K-W Men's Industrial Basketball League for many years, member of Waterloo-Grand River Kinsmen for more than five years, and coach in the Waterloo Minor Baseball League for four years.
Greg Weiler, CA, CFP ®, Partner
BDO Dunwoody LLP Chartered Accountants and Advisors
Greg specializes in advising clients how to minimize and defer payments of their income taxes and provides proactive tax planning advice on trusts and estate planning packages. Greg has a diverse client base of owner-managed business in industries such as manufacturers, professionals, software developers and financial planners.
Greg is the past president of the Chamber of Commerce of Kitchener-Waterloo.
Ken Wigfield, B.E.S., B.Ed.
www.virtualassistant.ca
Ken has over 10 years experience in the Financial Services Industry in both the Head Office and Financial advisor roles. While traveling across the country with the task of implementing a new back office program for a national dealership, Ken noticed many advisor teams weren’t making the most of their technology. His company, virtualassistant.ca utilizes the latest technology in the financial planning industry to assist advisors in formalizing their back office practices, maximizing efficiency and client service while identifying and minimizing business risks. Ken observed our back office procedures, developed and presented an Office Efficiency & Risk Analysis Review and successfully integrated his recommendations directly into our existing contact management, client review and fund analysis routines. Ken remains perpetually active in our business as a project management specialist.
Dan Burjoski, CLU, CFP ®
Dan started in the financial services industry in 1985 working in his father's MGA in Kitchener, Ontario. Since that time, Dan has worked in head office in marketing, sales and product development, and has worked along side many of Canada's leading investment advisors and has gained a wealth of experience in tax and estate planning and developing customer-focused and innovative solutions. Dan is currently exclusively working with Dundee advisors, implementing estate and executive compensation plans. In his spare time, Dan enjoys movies, golf, food and time with his family. Dan lives in Waterloo Ontario with his wife of 15 years, Maria and their three children.
