We work on a custom basis for each client. We strive through proper investment planning, to keep you on track to meet those goals! Our job is to educate our client as much as they wish to be educated and, to be involved in their own financial future.
We have different techniques depending on how in-depth our clients wish us to be. Our goal is to be as holistic as possible, while we work with the client; we also work in conjunction with their Accountant & Lawyer to ensure that all of their needs are met. We have access to Industry Experts for areas that are of exceptional scope and need of secondary Advisement.
What we can do for you:
Retirement Building and Savings Strategies: Canadian or US Dollar Denominated UnRegistered Accounts, RRSP, RRIF, LIRA, LIF, TFSA's (Canadian or USD).
Fee Based Accounts: Save taxes, Lower MER's, No extra commissions to purchase items within the accounts*. *Certain Qualifications need to be met in order to enter program.
Estate Planning/Transfer of Wealth: Executor Seminars, Household Binder Provided (Designed by our Office)
Tax Savings through proper investing techniques:TFSA, Capital Gains vs. Dividends vs. Interest, Tax Shelters
Education Savings: RESP's and how important they truly are.
Mortgage Services Referral Only
Trustee Services: Referral Only
Types of Available Investments: Stocks, Bonds, Mutual Funds, GIC's, Preferred Shares, Private Equity*, Tax Shelters, Hedge Funds*, Segreggated Funds***, Annuities***
*Accredited Investor Only!
** All investing services are through HollisWealth - Scotia Capital Inc
*** All Insurance Products are through HollisWealth Insurance Agency Ltd
How does your Home & Auto Insurance compare?
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As we have a lot of clients who like to fly south for the winter, and clients who enjoy traveling the world; we now offer Travel Insurance! This coverage can be as extensive as you would like, and can also include pre-existing conditions (appropriate cost ratings do apply in those cases).
How much Insurance do you currently have? Will it be enough to cover all of the costs that your family / business & business partners will have? Or will there be a short-fall?
What do our clients purchase Insurance to cover...
Income Replacement
School Tution (Children/Grandchildren, Legacy)
Mortgage/Line of Credit Repayment
Estate Needs
Tax Efficiency for Estate
Business Agreements/Buy-Sell Agreements
Key Person Insurance
We have a whole range of products from companies that we trust that are fully customizable for each situation. For difficult or complex situations we have Industry Experts that we work (they will come into our office) with to design a solution that best suits your needs.
Suite of Products: Term100, Term 20, Term 10, Whole Life, Participating Whole Life, Universal Life, Hybrid Solutions.
Difficulty getting Insurance in Canada due to pre-existing conditions or Age Restrictions? We have a solution for that too. Get in touch with us to discuss your options!
These types of policies are to provide you income to cover your regular expenses of life in case of illness or disability that would cause you to stop working. You are still needing to survive. This type of insurance you do not wish to have to use, but is there if it is needed.
When our clients retire they should be able to be out enjoying their retirement, and not worry about having to set aside those activities to ensure they have enough to pay for care in their later years. Long Term Care Insurance is to help pay for those expenses such as a care provider coming to your home or in the facility that is best suited to you.
Do you have enough coverage? We can design a solution that works within your price range. This is an area that can cover most needs listed above, Life Insurance, Disability, Health & Dental; all in one product.
If you own your own business and are hoping for better employee retention, this is a great way to show that you care about their well-being.
As of this moment, we are working together with our insurance partners to also provide simple access to Health/Dental/CI Insurance from your own home.
If you are looking for a custom solution, please get in touch with our office so that we can get a quote and policy in place for you.
FYI for Horse Farm Operations, this is able to be set up for you too! We have worked out an arrangement with a company to create affordable Group Insurance Policies that can be drilled down to as little as 3 people.
*Group Insurance provided through multiple carriers*
Accidental Death Insurance: call to discuss your options for a quote.