Frost Wealth Management
Nearby accountants
Dupont Street East
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Frost Financial Team has been providing integrated wealth management solutions for Canadian families since 1988.
Frost Wealth Management, iA Private Wealth has been providing integrated wealth management solutions for Canadian families since 1988. Greg Frost is a Senior Wealth Advisor with iA Private Wealth and an Insurance Advisor* with Frost Wealth Management Inc. Our services provide valuable time for our clients to focus on what is important to them - THEIR FAMILIES. Our "Blue-Chip" investment advice sup
Saving for your children’s education | iA Financial Group It’s easy to picture your children with a diploma in hand, ready to begin their career. Thanks to the registered education savings plan (RESP), you...
Thinking about making a withdrawal from your RRSP?
It’s important to know that your financial institution withholds taxes for all cash withdrawals from RRSPs, and that any remaining income tax will be payable at the end of the tax year. The RRSP Withholding Taxes calculator will help you estimate both of these amounts based on where you live, your taxable income, and the amount withdrawn, and to request the right cash withdrawal amount to achieve your financial goals.
RRSP Withholding Taxes Calculator Thinking about making a withdrawal from your RRSP? Use our RRSP Withholding Taxes calculator to find out how much tax you’ll owe, including how much your financial institution will withhold based on where you live, your taxable income, and the amount withdrawn.
My favourite video on volatility: Peter Lynch, former manager of the Magellan Fund at Fidelity, addresses the topic of volatility. From a 1994 National Press Club meeting.
Peter Lynch: 'I love volatility' Peter Lynch, former manager of the Magellan Fund at Fidelity, addresses the topic of volatility. From a 1994 National Press Club meeting.One Up On Wall Stree...
Although financial advisors, lawyers and estate specialists always stress the importance of having a will, many people don’t bother. Common reasons include not wanting to think about death, not knowing how to create a will, not thinking it’s urgent (“I’m still young!”) and not believing they have enough assets.
Create a will and protect your beneficiaries Although financial advisors, lawyers and estate specialists always stress the importance of having a will, many people don’t bother. Common reasons include not wanting to think about death, not knowing how to create a will, not thinking it’s urgent (“I’m still young!”) and not believing th...
The August edition of Frost Wealth Management monthly is out. Read about travel insurance, the importance of having a will and try out the retirement calculator.
Frost Wealth Management 2024 Newsletter FWM- For What Matters August 2024 Define.Plan.Achieve Check your account What's happening in August? *Monday August 5th- Civic Holiday *Canadian Markets and Frost Wealth Management office are both clo
The August edition of Frost Wealth Management newsletter is out! Read about
travel insurance, the importance of a will and try out the retirement calculator.
Are you on track for retirement? Gauge yourself with our free and simple retirement calculator to see if you’re headed in the right direction. It can help you consider retirement lifestyle goals and make adjustments now to help you get where you want to go, on time.
Travel insurance protects you in the event of a medical emergency, no matter when or where you are. Travel with peace of mind.
Recent inflation may have reduced Canadian's recreation budgets, but there are still plenty of ways to save for a well-deserved and enjoyable vacation. Our expert also reminds us about a few unexpected issues to keep in mind when travelling abroad which can end up costing a lot, especially if you're travelling with several people.
The best ways to budget for a vacation | iA Financial Group Recent inflation may have reduced Canadians' recreation budgets, but there are still plenty of ways to save for a well-deserved and enjoyable vacation. Our expert also reminds us about a few unexpected issues to keep in mind when travelling abroad which can end up costing a lot, especially if you're...
Don’t Wait to Communicate Your Estate Plan. As the old saying goes, the only certainties in life are death and taxes. Given this reality, it’s beneficial to have an up-to-date estate plan that reflects your wishes for potential care needs and distributing your assets to loved ones, while also minimizing your estate’s tax liability to help facilitate an effective transfer of wealth.
Don’t Wait to Communicate Your Estate Plan As the old saying goes, the only certainties in life are death and taxes. Given this reality, it’s beneficial to have an up-to-date estate plan that reflects your wishes for potential care needs and distributing your assets to loved ones, while also minimizing your estate’s tax liability to help...
Whatever your dreams for your retirement, having a strategy in advance will give you the tools you need to make them a reality.
Any way you look at it, divorce is challenging. Aside from the emotional strain of ending a marriage – especially if you have kids – your finances could be affected significantly. Let’s look at four common steps that can help safeguard your wealth.
According to Forbes:Halfway through 2024, Nvidia and other major AI darlings are having a great year, along with quirky meme cryptocurrencies like “dogwifhat”—but it’s a bumpier road for Boeing investors, remote workers and Elon Musk.
The Best—And Worst—Of 2024 So Far: Stocks, Crypto, AI Halfway through 2024, Nvidia and other major AI darlings are having a great year, along with quirky meme cryptocurrencies like “dogwifhat”—but it’s a bumpier road for Boeing investors, remote workers and Elon Musk.
Free Advice Can Cost You a Fortune
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Happy Canada Day from the Frost Wealth Management Team
Just in time for the long weekend. Our July newsletter is out with some great summertime reading material.
Frost Wealth Management July 2024 Newsletter FWM- For What Matters July 2024 Define.Plan.Achieve Check your account What's happening in July? *Monday July 1st- Canada Day *Canadian Markets and Frost Wealth Management office are both closed **Thu
Leaving assets in a will or handing them over early? The new capital-gains tax could affect your wealth transfer. Experts recommend Canadians take time to figure out what the new scheme means for their financial futures. Read the Globe & Mail article...
Leaving assets in a will or handing them over early? The new capital-gains tax could affect your wealth transfer Experts recommend Canadians take time to figure out what the new scheme means for their financial futures
This week, we expect another policy rate cut from the Bank of Canada at the next decision meeting on July 24.
In this month's FrostFin Academy newsletter, we focus on financial literacy for students.
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As we all know, buying a home is one of the most important transactions you will ever make. You’ve found your dream home and have bought home insurance to cover your property and legal liability. So now, all you have left to do is unpack your boxes and settle in. Not so fast!
Managing your finances in a relationship can be a challenging but important task. These money management tips may help guide the conversation.
This week, the Bank of Canada proceeds with its first rate cut and opens the door to further cuts.
This is the personal finance test high schoolers should have to pass before graduating. Rob Carrick for the Globe & Mail
This is the personal finance test high schoolers should have to pass before graduating Eight items that should be on any financial literacy test for teens
Learn how to protect your credit score with four essential strategies. Ensure timely payments, manage debt wisely, and borrow only when necessary. Four ways to protect your credit score | CI Direct Investing
Four ways to protect your credit score | CI Direct Investing Learn how to protect your credit score with four essential strategies. Ensure timely payments, manage debt wisely, and borrow only when necessary.
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Address
101-30 Dupont Street E
Waterloo, ON
N2J2G9
Opening Hours
Monday | 8:30am - 5pm |
Tuesday | 8:30am - 5pm |
Wednesday | 8:30am - 5pm |
Thursday | 8:30am - 5pm |
Friday | 8:30am - 5pm |
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