February 2022
Define.Plan.Achieve
February Holidays & Observances
Monday February 14th, 2022 is Valentines Day

It may be a regular business day-- but don't forget to hug your loved ones!

Monday February 21, 2022 is Family Day

The office and markets will be closed to observe the holiday.
Enjoy time with family!
The Year Ahead Investment Conference
I recently attended the 16th annual iA Private Wealth Year Ahead Investment Conference, which featured virtual sessions with some of the top investment minds from both within and outside of my organization.
  
The purpose of the event was to help attendees get a better sense of the outlook for the markets by showcasing a variety of perspectives. We heard from iA Financial Group’s Chief Economist, Sebastian McMahon, as well as well as from a wide variety of portfolio managers and investment analysts who provided insights on perspectives on what is happening with the economy and how the current environment is impacting what is happening within the worlds of stocks and bonds.  
Market Volatility: Rough Waters
Myles Zyblock- Market Commentary
Dynamic Funds Jan 24, 2022

Equity markets have been rocked in recent weeks. Investors are concerned about monetary policy tightening across the developed world at a time when Omicron has left some economic air pockets and geopolitical tension has escalated due to Russia's military buildup on Ukraine's border.

intense-kayaker.jpg
Tuesday March 1st, 2022
is the deadline to make an RRSP contribution for 2021
4 ways to find your contribution limit:

  1. consult your 2020 "Notice of Assessment"
  2. call your accountant or tax preparer
  3. sign into your CRA My Account 
  4. call the CRA TIPS line 1-800-267-6999 and provide authentication info

3 ways to make a contribution:

  1. call the office and ask us to transfer directly from your bank to your RRSP
  2. make an online bill payment, then notify us that you have completed the transaction
  3. submit a cheque to the office by mail or in person
Tax Documents
Did you know?

The easiest way to get your tax receipts (and all of your iA documents) is by logging into the client portal. They are always there under the "documents" tab and accessible at any time.

If you haven't already registered, please see the instructions attached.

You will still receive your tax documents by mail or email if that was your original selection.
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