Introducing our New Mobile App

We are excited to announce that the new iA Private Wealth mobile app is now available for download on the Apple and Google stores.

Our new app, like our client portal, offers 24/7 access to your accounts and is protected by state-of-the-art encrypttion technology.

If you are already using the client portal, you can use the same username and password when logging into the mobile app.

Follow the link below for more info or contact Sharon at:

519-741-8478 x3

[email protected]

Click here for more info:

Find out more...

Transitions:

Welcome Joanne!

We have a new friendly face at the front desk--

Joanne Ryder has joined our team as an administrative assistant.

Joanne has many years of experience in the financial services industry, including medical and financial underwriting. Her insurance-based experience, with a strong focus on customer service, is a great asset to the Frost Wealth Management team.

Joanne is responsible for money movement, recurring payments, account opening and inquiries, document prep, maintaining current KYC (Know Your Client) standards and head office liaison.

[email protected]

519-741-8478 x5

It is time once again for our

Charitable Giving Fund

Since Inception, FWM Charitable Giving Fund Has Raised a total of $56,769

Every November and December, in lieu of Christmas cards, the Frost Wealth Management team invites clients to take advantage of our Charitable Giving Fund.

Donate to your favourite organization and we will match up to $50 per client.

It’s easy!

Fill out the form

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.

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