FrostFin Academy

FrostFin Academy February 2023

Learn.Understand.Empower

Welcome to FrostFin Academy!

Whether you are new to the world of finance, or have been investing for years, there is always more to learn. At Frost Wealth Management, iA Private Wealth we are constantly training in order to deliver the best possible solutions for our clients.

Our team has been helping clients achieve their goals since 1988. One of the pitfalls that many long-time financial pros fall into is the tendency to lapse into "advisor-speak". There is a whole host of acronyms and financial terms that we use in the business that are not client-friendly-- so we'd like to change that.

It is important to us that you understand the tools that we use to help you achieve your goals. The more you know, the more confidence you will have in your financial future. With that in mind, we are launching the once-monthly FrostFin Academy newsletter in addition to our regular monthly email to help our clients understand basic financial concepts.

Feel free to share this with your family and friends if you think the information might benefit them. Encourage them to subscribe and follow along yourself if the topics are of interest-- or unsubscribe if you really don't need another newsletter.

Why do we call it FrostFin?

The obvious reason is that is combines the Frost name and Fin (short for Financial). Also, a frostfin is an adorable little fish that resembles a goldfish. They are transparent (like our fees) and known for dwelling in the shallows to protect their eggs by keeping them safe in their mouth until they hatch (kind of like you watching over your nest egg).

The other reason is that it allows us to use lots of "fishy" analogies and "school" references-- just for fun!

So what is the first lesson?

There are so many options when it comes to investing-- who do you trust?

You can't choose your family, but you can choose to work with someone who has your best interests in mind. Strong relationships, no matter who they're with, are built during difficult times. The right Wealth Advisor is the one who can help you select the investments that are the best fit for your long-term goals AND keep you committed to them during periods when your emotions can be your biggest enemy. Don't turn DIY investing into "D-I-Why?!?"

This 2 minute video from Edgepoint highlights the importance of finding the right guidance.

Watch the video

Calling all beginner investors!

Learn the building blocks of investing to set yourself up for success

Ace the foundations of investing with Fidelity's educational video series that aims to teach you how to make the most out of your money.

These short videos cover all the basic questions that you might have about investing and financial terms.

Even if you have been investing for a while, but don't really understand the finer details, go ahead and watch (we won't judge!).

Are you ready to step up your money game?

Visit Fidelity's video series

Is the content of this email relevant to you?

Yes

Have a suggestion or particular topic that you are interested in hearing about?

Drop us a line and let us know how to make this newsletter truly relevant to your interests:

s.maheu@iaprivatewealth.ca

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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 Senior Wealth 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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