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Beliefs & Values

Our beliefs

When a customer calls, an actual person should answer the phone (or return the call within 4 business hours)
Use technology to help serve customers better-- not to avoid them
Always do what is right-- even when no one is looking
Never do anything with a client's money, that you wouldn't do with your own

Managing your money

We don't believe in "set it and forget it". Yes, investing involves long term strategy-- but that doesn't mean you shouldn't make changes along the way.

We constantly research to find the best opportunities for our clients. That's why we ask you to meet with us on a regular basis to evaluate your performance and make any necessary changes to ensure the best outcome.

You are busy living your life-- and we respect that. While you are going about your business, we are going about ours.

If adjustments need to be made between regular meetings, we contact you to discuss your best options.

We believe that management fees should be earned

iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth Inc., its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered. Insurance products provided through [iA Private Wealth Insurance / iA Private Wealth Insurance Agency] Frost Wealth Management is a personal trade name of Greg Frost. Mortgage services provided by referral.