April 2024

Check your account

Happy Easter!

The office and financial markets are closed today to observe Good Friday.

We will be back in the office on Monday April 1st.

Enjoy time this weekend with friends and family.

Exploring Capital Alternatives

Throughout our lifetime we set many financial goals, but what happens when we encounter an unexpected life event or financial emergency that prevents us from achieving these goals?

A premature death, accident or unexpected illness could significantly reduce your income while dramatically increasing your expenses at the same time.

Watch the 2 min video

CPP & RRIF Income: Thinking Outside the Box

Most new clients coming into our practice hold two very common assumptions about retirement income.

The first is that any time you can defer paying tax, you should, and that means holding off on converting your RRSP into a RRIF until the statutory deadline – the end of the year you turn 71. If this is not possible, you should minimize your RRIF payments to the greatest possible extent by relying on other sources of income.

The second is that as soon as you qualify for Canada Pension Plan (CPP) payments – age 60 – you should start taking them.

Find out how

What would you like to learn about?

We are in the process of setting up some client events for later this year and would love to get your input on the topics.

It doesn't always need to be about finances-- we just want everyone to live their best life.

Please take a few minutes to fill out the survey and select all the topics that interest you or suggest a new one.

Take the survey

Your opinion matters

Hopefully, your experience with the Frost Team has been a positive one. We work hard to ensure that our client's needs are met with efficiency, courtesy and in a timely manner.

If, for any reason, we have not met your expectations, please let a team member know so that we can make it right.

If you would like to share your feedback, please leave us a review on Google.

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Frost Wealth Management®  | iA Private Wealth | 1-855-619-3684


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 Canadian Investment Regulatory Organization. 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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