April 2022
Define.Plan.Achieve
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Important Dates
Friday April 15th is Good Friday
Stat holiday- the office and markets will be closed for the day.

Monday April 18th is Easter Monday
As this is an observance only, the office and markets are open.

April 30th is normally the personal income tax deadline, but since this falls on a Saturday in 2022, Canada Revenue Agency has extended the deadline to Monday May 2nd.
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Fund Manager Moment

We plan to make this a regular feature of the newsletter to present a commentary from an industry professional to discuss a fund that is currently held in the Frost Wealth Management portfolios. This is intended to educate our clients on the funds that they currently hold.

Our first commentary is from Picton Mahoney on:
Picton Mahoney Fortified Market Neutral Alternative Fund
4.5 minutes
Have you registered for the Client Portal yet?
We have assembled a few key pieces of information to help you get comfortable:



seniors reviewing docs at coffee table
Why you should delay taking your pension until 70

Many Canadians are worried about their retirement, and it’s no surprise. With most of their wealth sitting in their home and less than 29 per cent of Canadians having access to a defined-benefit pension plan, stepping into the next stage of life is scary, especially given the changing economic landscape and the unknowns we face.

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
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.

Mortgages provided by referral only