Our Team
Robert J. Frost, CFP, CLU, CHFC, TEP
President & CEO
Rob started in the financial services business in 1985. He has been active as a board member for Life Underwriters Association of Canada, currently a member of ADVOCIS and The Society of Trust and Estate Practitioners, taught financial planning at Grant MacEwan College, spoke on ACCESS the Education Station, presented to the Canadian Bar Association as well as delivered talks to various other organizations and has been a participant in the Strategic Coach Program. He also has qualified for membership in the Top of the Table and The International Forum.
Rob leads three companies. Robert J. Frost Insurance Consulting Limited that is a Managing General Agent for a number of companies, PROFORMA Capital Inc. that consults in the areas of Succession, Estate and Financial Strategies and Total Financial Solutions Inc. that specializes in recruiting and training new financial advisors.
Robert J. Frost Insurance Consulting holds Managing General Agent Contacts for a number of insurers. Through these MGA contracts, Rob has been able to develop a network of brokers who produce business through the company.
PROFORMA Capital Inc. is an innovative wealth management firm that has gained expertise and a solid reputation in the areas of Succession, Estate and Financial Planning. PROFORMA clientele are specifically small to medium business owners and their families.