Frost Wealth Management May 2022 Newsletter

May 2022

Define.Plan.Achieve

Check your account

Important Dates

Let's just give a cheer that tax season is finally over (and hope for warm sunny days and kinder markets to come)!

Sunday May 8th is Mother's Day

Don't forget Mom's special day!

Monday May 23rd is Victoria Day

The office and markets are closed to observe the stat holiday.

Insuring Your Greatest Asset

What’s your greatest asset? Home and vehicles are among the most common answers we hear, yet your ‘earning power' has the biggest impact on your financial health. Your home and vehicles are insured, but what about your earning power?

Take a few minutes to get a little perspective on the enormity of your earning power and why and how to protect it. Contact the office today to book a risk assessment:

519-741-8478 x3

Read the whole article

Are you still using MyPortfolioPLus to view your accounts online?

We launched this online platform back in the HollisWealth days and it has transitioned over to iA Private Wealth, but will soon be retired.

Please see below to register for the new Client Portal before the old one deactiivates.

MyPortfolioPlus

Have you registered for the Client Portal yet?

We have assembled a few key pieces of information to help you get comfortable:

Why do I need this?

How do I get started?

How do I send and receive documents?

Client Portal

Riding for a Cause

Saturday June 4th, 2022

Greg will be taking part in the Grand River Motorcycle Ride For Dad. The event raises funds for prostate cancer research. Due to the pandemic, the 2020 and 2021 the main rides were cancelled in favour of virtual or small group rides.

This year, the main motorcycle ride is back on and Greg is inviting you to join in the fun. He has registered a team "The Frost Freedom Riders" and is inviting his fellow motorcycle enthusiasts, friends, family and clients to join him on his quest

Join the team

Donate to the cause

Visit our Website

Helping you grow, protect and leave a legacy

STAY CONNECTED

Frost Wealth Management® | iA Private Wealth | 1-855-619-3684

g.frost@iaprivatewealth.ca

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.

Mortgages provided by referral only