Learn & Plan

Useful Links

The Frost Wealth Management® Team is always happy to field questions from our clients.
Understanding your account information is an important part of managing your money.

If you are looking for some DIY financial resources, we have assembled a group of useful links to further your financial know-how.

Insurance*:

Manulife Travel and Covid Insurance

Insurance Articles

General Knowledge:

iA Financial Group Advice Zone

The Frost Wealth Management Learning Library

iA Private Wealth

Tax Info:
Canada Revenue Agency

Financial Planning:

What is an estate plan and why is it important?

Death, fees and taxes

The value of naming a beneficiary

Protecting your estate after you're gone

Retirement Planning:

Downsizing as Retirement Smartsizing

Regulatory:

Financial Planning Canada

The Investment Funds Institute of Canada

News Sources:

CNN Financial News

"Information is only useful if it can be understood"- Muriel Cooper

*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.