May 2024

Check your account

Important Dates in May

Sunday May 12th- Mother's Day

Monday May 20th- Victoria Day*

*The office and markets will be closed


Congratulations to Connor Frost

Connor has taken the next step towards achieving his Investment Advisor designation. In April, he attained his Canadian Securities Course (CSC®).

We are all so proud of him and look forward to supporting him in his journey.

Read more about Connor

Capital Gains Tax and Budget in 2024

Over the last week, we've received many calls from concerned investors regarding realization of capital gains on inherited properties and estate sales. This new tax policy has created additional stress to investors and begs the question what happens next? For more insights

Read our blog post
Read the iA Private Wealth Insights

6 steps to help you overcome your fear of investing

For many people, investing seems intimidating. Many Canadians aren’t currently investing because they lack knowledge or confidence in their ability to make investment decisions.

While it may seem that putting your money in a savings account is an easier option, it probably won’t grow much over time, and inflation and account fees can eat away at the value of your money. Investing, on the other hand, offers a way to grow your savings for some of life’s biggest milestones.

Read the Fidelity article

Time to Hold a Family Financial Meeting?

When thinking about family gatherings, you might focus on special occasions like holiday meals, birthday parties and anniversary celebrations. These are all good reasons to bring generations together, but there’s another gathering that’s equally important: the family financial meeting.

Granted, discussing your health care needs and estate plans can be difficult and uncomfortable, but it benefits the entire family when everyone’s on the same page regarding your intentions.

Read more

What To Expect When You Apply for Insurance*

Purchasing insurance is an important decision and it’s helpful to understand all of the steps involved:

  • Needs Analysis
  • Applying for your Policy
  • Providing Medical Evidence
  • Preparing for your Medical Tests
  • Understanding the Medical Procedures
  • Assessing your Risk
  • Issuing your Policy
  • Declined Applications
Read the whole article
Visit our Website
Helping you grow, protect and leave a legacy
Facebook  Instagram  LinkedIn  Twitter


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.

Mortgages provided by referral only