November 2023

Define.Plan.Achieve

Check your account

Important Dates in November

Sunday November 5th Daylight Saving Time begins

Don't forget to move your clocks back

Saturday November 11th

Remembrance Day

Take time to remember

The First Home Savings Account is finally here!

We are happy to announce that as of November 13^th, we can start opening FHSA accounts at IA Private Wealth and funding them as of the first week of December. This means that you can still get a tax receipt for 2023.

If a first home is one of your savings goals, we wanted to let you know that we are here and ready to help you realize your dreams.

If you are ready to open your FHSA now, please reach out to us so that we can put you on the top of the list for the November rollout.

The Gift of Life After Retirement

People now live decades past retirement age, yet little attention is paid to planning how to spend those years.

Are you ready for retirement? Nearly half of Canadians aren't, saying the lack sufficient savings and plan to work part-time in their retirement to make ends meet.

Read the Globe2Go Article

Charitable Giving Fund Christmas Matching Program

Since Inception, FWM Charitable Giving Fund Has Raised a total of $60,454

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! Complete the attached form and submit along with your cheque or a copy of your receipt. Just follow the directions on the form.

Complete the form

Transitions

Joanne Ryder

Good-bye and Good Luck!

Our admin assistant Joanne has moved from the area and has accepted a position in her new town.

We will miss her and wish her all the best in her new job!

Lisa Stuart

Welcome to the Frost Team!

Lisa has assumed the role of Administrative Assistant. She has many years of experience in the financial services industry and is a welcome addition to the team.

You will see Lisa at the reception desk and can reach her at:

Lisa.Stuart@iaprivatewealth.ca

519-741-8478 ext 5

Visit our Website

Helping you grow, protect and leave a legacy

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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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