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Check Your MailboxHollisWealth mailed out T5008 forms and gain/loss reports directly to clients in separate envelopes at the end of February. Please do not discard these documents! You will need the book value from the gain/loss report, along with the T5008 or RI-18 in order to complete your 2018 return. |
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2018 has been a year of growth and change at Frost Wealth Management. We are so excited about how far we have come-- and even more excited about what's still to come. With HollisWealth joining the Industrial Alliance Securities Inc. family came many changes-- many of them behind-the-scenes. Now that we have all the building blocks in place, we are looking forward to delivering exceptional service and improving the client experience. We value your input and welcome your suggestions to help us achieve of goal of best-in class. Let us know how we can make your interaction with reports, technology or staff better and we will strive to improve. |
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Greg Frost 13 March 17, 2022 |
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Sharon Maheu 2 March 12, 2019 |