December 2019
Define.Plan.Achieve
Share the joys of the season and hit us up for $50
Every year, in lieu of Christmas cards, Frost Wealth Management offers a matching program for your favourite charity.
Simply fill out the attached form and submit it to us by December 15th. We will donate a matching amount up to $50.

New Year's financial resolutions
If improving your finances is on your list of resolutions for 2020, here are five tips to help you save and start your year off on the right foot.

From the Advice Zone at IA Financial Group:


new_years_fireworks.jpg
Let us help you with your shopping
Looking for a gift for someone on your list who loves finances or aspires to learn more about the business of money?

Here are the staff's top gift picks for our fellow finance lovers:

Fidelity Conference 2019
In November, Greg attended the Fidelity Investments conference in Arizona
For those who enjoy an in-depth analysis, here is a summary from each of the portfolio managers:


Reprinted by permission of Fidelity Investments Canada, November 2019
10 Themes for the Next 10 Years

From the Twitter page of David L. Fingold
In this post from November 11, 2019 Mr. Fingold examines Transforming World's top 10 themes to help investors navigate the decade ahead.

Modern Portfolio Theory, RIP
By Drummond Brodeur, Senior Vice-President and Global Strategist, Signature Global Asset Management
In this Q4 2019 outlook, Mr. Brodeur expands on his conviction that traditional portfolio construction will not work in the future.

Reprinted by permission of CI Investments Inc., November 2019
iA Wealth Monthly Market Snapshot
Canadian stocks were challenged last month, while global markets moves higher and the Fed cut rates.
 
It was an event-filled month of October with the Bank of Canada and the U.S. Federal Reserve revealing their differing monetary policies, the S&P 500 hitting a record high as better-than expected earnings results came pouring in, and U.S.- China trade tensions still causing a world of uncertainty

Helping you grow, protect and leave a legacy

This information has been prepared by Greg Frost who is an Investment Advisor for HollisWealth®. The material contained does not necessarily reflect the opinion of HollisWealth. HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. The information contained in this newsletter comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces in which they are registered. HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. For more information about HollisWealth, please consult the official website at www.holliswealth.com . Insurance products provided through Hollis Insurance.