Frost Wealth Management

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 08/28/2024

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...

RRSP Withholding Taxes Calculator 08/22/2024

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calculator will help you estimate both of these amounts based on where you live, your taxable income, and the amount withdrawn, and to request the right cash withdrawal amount to achieve your financial goals.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how much your financial institution will withhold based on where you live, your taxable income, and the amount withdrawn.

Peter Lynch: 'I love volatility' 08/07/2024

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...

Create a will and protect your beneficiaries 07/31/2024

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...

Frost Wealth Management 2024 Newsletter 07/29/2024

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

07/29/2024

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.

app.constantcontact.com

Retirement Calculator 07/26/2024

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.

Retirement Calculator

Travel Insurance - Online Quote - iA Financial Group 07/24/2024

Travel insurance protects you in the event of a medical emergency, no matter when or where you are. Travel with peace of mind.

Travel Insurance - Online Quote - iA Financial Group

The best ways to budget for a vacation | iA Financial Group 07/17/2024

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 07/15/2024

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...

Planning Your Retirement | iA Financial Group 07/10/2024

Whatever your dreams for your retirement, having a strategy in advance will give you the tools you need to make them a reality.

Planning Your Retirement | iA Financial Group

What Are the Financial Implications of Divorce? 07/08/2024

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.

What Are the Financial Implications of Divorce?

The Best—And Worst—Of 2024 So Far: Stocks, Crypto, AI 07/05/2024

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 07/03/2024

Free Advice Can Cost You a Fortune

Free Advice Can Cost You a Fortune These days, many people are focusing more on their finances, and with good reason. Rising costs, increased job insecurity and the prospect of funding decades of retirement living are just some of the factors that might keep you up at night. How can you make ends meet while also saving for the future...

07/01/2024

Happy Canada Day from the Frost Wealth Management Team

Frost Wealth Management July 2024 Newsletter 06/28/2024

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 06/26/2024

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

Economic News with Sébastien Mc Mahon | iA Financial Group 06/24/2024

This week, we expect another policy rate cut from the Bank of Canada at the next decision meeting on July 24.

Economic News with Sébastien Mc Mahon | iA Financial Group

FrostFin Academy June 2024 06/17/2024

In this month's FrostFin Academy newsletter, we focus on financial literacy for students.

FrostFin Academy June 2024 Financial Basics for Investors of all ages FrostFin Academy June 2024 Learn.Understand.Empower Visit our Website This month we focus on financial literacy Personal Finance Test for High School Student

06/14/2024

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!

ia.ca

How to manage money as a couple 06/12/2024

Managing your finances in a relationship can be a challenging but important task. These money management tips may help guide the conversation.

How to manage money as a couple

Economic News with Sébastien Mc Mahon | iA Financial Group 06/10/2024

This week, the Bank of Canada proceeds with its first rate cut and opens the door to further cuts.

Economic News with Sébastien Mc Mahon | iA Financial Group

This is the personal finance test high schoolers should have to pass before graduating 06/07/2024

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

Four ways to protect your credit score | CI Direct Investing 06/05/2024

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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