July 2021
Define.Plan.Achieve
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The office will be closed
Thursday July 1st for Canada Day
Enjoy time with family and friends

Please have a safe and happy holiday.
Things are looking a little different this year.
Here's what is on in the region:


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Vacationing close to home this year?
Maybe you are not ready to venture too far yet, or a big vacation isn't in this year's budget. Don't worry, you can still have fun.

Discover our 6 tips for a wonderful holiday at home.
You don't always have to travel to the other side of the world to enjoy your vacation!

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Secure delivery on the client portal
You may have noticed that when we send your personal documents via email, we use a password to ensure that only you can open the document.
If you have access to the new client portal, we can send and receive documents securely right on your portal account. You will receive an email to alert you that you have a document on the portal.
If you have already registered for the portal-- check it out!
If you haven't, please click on the "Sign up today" button to the right >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
To Retire With Enough, Plan Enough
What's the right balance?

Are you heading into your pre-retirement years? You may be wondering how, when and if you should move to safer investments. You’re right to start thinking about potentially transitioning your portfolio to be more incomefocused ahead of actually retiring.


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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.