Time Well Spent

 

Recently, the Frost Wealth Management Team attended  two conferences. In order to provide our clients with the best advice possible, it is vital to be well-informed and in touch with current market trends. Below, you’ll find a summary of what we learned.

 

Boston- Fidelity Headquarters

Boston has been Fidelity's headquarters since the founding of Fidelity Management & Research Company in 1946. In early September, Greg, Connor & Spencer visited that office in order to:

  • Meet with several fund managers to discuss markets, investment funds and trends.
  • Review their famous Chart Room which tracks financial markets back over 100 years (see below).
  • Discuss opportunities and trends in crypto markets.

Ottawa- iA Private Wealth Advisor Summit

In mid-September, Greg, Janet, Connor & Spencer attended iAPW’s annual conference for advisors across Canada (see photo below).
This afforded them the opportunity to:

  • Meet the iAPW management team and representatives from many fund companies.
  • Discuss markets, strategies and business-building ideas.
  • Review updates on our IA USA licencing and discuss cross border money management.
  • Learn more about iAPW’s recent purchase of Richardson Wealth which has vaulted iA Financial into one of Canada’s largest independent insurance and financial companies with over $190 billion in assets under management.

 

The team came back brimming with new ideas and best practices to help improve the service that we provide to you, our valued clients.

 

L to R- Greg Frost, Spencer Frost, Steven Lo, Connor Frost

Insights from Cymbria’s Annual Shareholder Meeting – Toronto 2025


On Wednesday May 14th, 2025 Greg, Connor and Spencer had the opportunity to attend Cymbria Corporation’s annual shareholder meeting in Toronto. This event offered a rare and valuable glimpse into the thinking behind one of Canada’s most distinctive investment firms. The highlight for many was hearing directly from Cymbria’s portfolio managers, including a personal moment we shared with Steven Lo, one of the key figures behind the company's long-term investment strategy.


Steven’s commentary during the Q&A was particularly insightful. He emphasized the firm’s ongoing focus on owning high-quality businesses with sustainable competitive advantages and capable management teams—an approach that has underpinned Cymbria’s performance over the years. He also spoke candidly about the current market environment, inflationary pressures, and where he sees long-term value emerging, particularly in sectors that may be underappreciated today.


Meetings like this reaffirm the importance of patience and discipline in investing—core principles that Cymbria continues to champion. It was encouraging to hear that, despite market noise, the team remains committed to its bottom-up, long-term approach. Sharing a moment with Steven after the session was a great reminder of the human side of investing—experienced professionals quietly doing the work behind the scenes, grounded in deep research and conviction.


Events like these not only provide transparency but also strengthen our confidence in the investment philosophies we align with on behalf of our clients.

 

Want to know more? Reach out and set up a call with your advisor to discuss further:

 

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