March 2022
Define.Plan.Achieve
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March Holidays & Observances
March 14-18th is March Break

This week is a holiday for all school boards in the Waterloo Region.

Thursday March 17th is St. Patrick's Day

Not an official holiday, but we bet a few folks will be taking the 18th off!
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The Ukraine situation:
we analyze the markets’ reaction

Sebastien McMahon
Interim Chief Economist and
Portfolio Manager at iA Private Wealth

This week, we put the spotlight on the markets’ reaction to the Ukraine situation.

Video
10 minutes
What are my options when the market is down?
Severe market declines are unnerving, and understandably cause many investors to reevaluate their options. Stay put? Cut and run? Add more to my portfolio to benefit from a rebound?
While no single solution is right for every investor, the historical data can provide some insight into which options have the most attractive potential outcomes.
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The inefficiencey of retirees holding onto their wealth
In a recent Globe & Mail article, author Dan Bortolotti (Reboot Your Portfolio) explores the theory of dispersing your estate while you are still alive. The basis of the article is the book "Die With Zero" by Bill Perkins.
The premise of both publications is that you should enjoy your savings while you are able and help your loved ones financially while you are still alive. The short video attached outlines Perkins' 9 rules to make the most of your estate before you die.
Why Is Inflation So High?
High inflation isn’t going away. In fact, prices are going up at their fastest rate since the early 1980s.

Prices rose 7.5% in January compared to the year prior, according to the most recent Consumer Price Index (CPI) report. This is the biggest annualized growth in CPI inflation since February 1982.

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The deadline for personal taxes is April 30
Did you know that the best resource for tax receipts is the iAPW Client Portal?
Riding for a Cause
Saturday June 4th, 2022

Greg will be taking part in the Grand River 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.
Want to know more?
I have a motorcycle and want to join the team. Please send me more info.
I'd like to support and donate to the team. Please send me more info.
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.

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