Dan Frost, born and raised in Medicine Hat, joined his father in the Frost Group in 2007 after working in the oil and gas and auto industries. He has since held various roles, ultimately becoming a second-generation financial advisor in 2013. As a Certified Cash Flow Specialist (CCS), Chartered Investment Manager (CIM), and Fellow of CSI (FCSI), Dan is committed to the "business of families," offering customized financial solutions including cash flow planning, charitable giving strategies, and assistance with business owner needs. Dan's passion for progress and community involvement is evident through his annual Difference Makers Golf Tournament and years of volunteering with different organizations in Medicine Hat. He is dedicated to empowering clients to achieve their dreams and believes in providing customized financial advice. Dan's greatest passion is his family, including his wife Lisa and their three children, Samantha, Linden, and Logan.
Specialties:
- Cash flow planning
- Empowering clients to reach their Dreams!
- Charitable giving strategies
- Assisting business owners with cash flow, group benefits, estate planning, etc.