October 2023

Define.Plan.Achieve
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Important Dates in October

Monday October 9th is Thanksgiving


The office and markets will be closed for the day.


Tuesday October 31st


Hallowe'en

Understanding Bulls and Bears

See how major market declines have been historically followed by major recoveries.

Between 1957 and 2022, there were ten bull markets and bear markets for Canadian stocks.


Historically, bull markets have lasted longer than bear markets. The average bull market increase was 164% over an average duration of 69 months. Conversely, the average bear market decline was 29% over an average duration of 11 months.

Read the Dynamic Article

The Importance of Insurance Reviews – Things to Consider

Fall is the perfect time to hit "reset"



Summer is over, the kids are back to school and we are all back to our regular routine. Now is the perfect time to focus on those "someday" tasks-- like reviewing your life insurance.

A good place to start is to assess your current situation. You more than likely already have life insurance in place (well done!) but do you have enough? In fact, your life circumstances have probably changed since you first purchased your insurance, so what’s changed and what do you need to do to update your financial protection?

Read the Link Between Article

In case you missed it

Estate Planning 101



On Tuesday September 26th Frost Wealth Management, in conjunction with ClearEstate, held a 1 hour webinar on the fundamentals of estate planning.

Sara from ClearEstate led us through a clear and concise overview of the estate planning process, while pointing out some common pitfalls. Whether you have already begun the process, or haven't even thought about it, this info session is full of valuable tips and lessons.

Watch the Replay
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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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