A holistic financial plan takes all of the complex aspects of your life and finances, then streamlines it into an easy-to-understand, actionable road map. We start with where you are now and where you want to be. We factor in each life stage along the way and build protection for your current and future assets. Because each plan is tailored to the client’s specific circumstances and needs, many firms charge thousands of dollars for preparing a plan.
HollisWealth® is a division of Industrial Alliance Securities Inc., 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 HollisWealth and the information and opinions contained herein do not necessarily reflect the opinion of HollisWealth. 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 Industrial Alliance Securities 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 Hollis Insurance Inc. Mortgage services provided by referral.
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