August 2021
Define.Plan.Achieve
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The office will be closed
Monday August 2nd for Civic Holiday
Enjoy time with family and friends

Please have a safe and happy holiday.
Now that we have entered Stage Three of re-opening, there are more options available for enjoying the day. Let's help boost our local economy:
  • enjoy some patio time at a local restaurant
  • plan a visit to a local attraction
Need ideas?
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What is a trusted contact?
A good financial plan also includes some future planning. That is why we ask you for the following:
  • names and contact info for beneficiaries
  • a copy of your will and power of attorney
As an additional layer of protection, you may also appoint a Trusted Contact Person. This is a valuable resource in the event that we are unable to reach you for any reason.
At your next review, we will ask you if you would like to appoint a Trusted Contact Person.
To find out more about the TCP role, please click below:

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Talking money with aging parents
It’s natural to learn financial lessons from parents, but what if the roles are reversed and you need to help your aging parents oversee their finances? It can be awkward for everyone involved, but there are ways to make it constructive.

How you initiate the talk depends on family dynamics.

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What makes us different?
There are many options out there when it comes to money management. You need only turn on your TV or open your computer to be bombarded by ads that claim lower fees, better advice or some online algorhythm will make you more money.

We do a great job of telling new clients why we are a better option, but we would be remiss to ignore those of you who have stuck with us through thick and thin.

Changes
Ann is leaving us

Our team wishes a fond farewell to our administrative assistant Ann Snider.

After 3 years of exceptional dedication, she has accepted a new challenge and will be leaving us on August 13th.

We would like to thank Ann for her hard work and wish her well on her next chapter.


Changes
Janet is joining us

We are happy to welcome our new administrative assistant Janet Weaver.

Janet comes to us highly recommended, with several years of experience at both IIROC and MFDA financial institutions. Her first day is August 3rd and will spend some time with Ann to ensure a seamless transition.

Please join us in welcoming Janet to the team.


Helping you grow, protect and leave a legacy
This information has been prepared by Greg Frost who is a Investment Advisor for iA Private Wealth Inc. and does not necessarily reflect the opinion of iA Private Wealth. 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 Frost Wealth Management Team can open accounts only in the provinces in which they are registered.

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

Insurance products and services are offered through Frost Wealth Management Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.