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Shane Walsh

Financial Advisor
905-648-3588
shane.walsh@holliswealth.com

  • HollisWealth Insurance Agency Ltd.
  • Investia Financial Services Inc.
 
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Putting financial advice
in the picture

As your life changes, so do your financial goals.

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What does the future hold for the economy, financial
markets and policy - in Canada and abroad?

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Investment Planning

Never underestimate the value of an investment plan.

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Get ready to embrace retirement with a plan that embraces you.


A little hug goes a long way. The same can be said for your retirement; a little planning now will go a long way in securing your financial future. The best part is that it’s not too late to start a financial plan that will have you embracing retirement and back to focusing on the things that matter most.

Retirement planning doesn’t have to be scary or complicated. My team and I fully understand sophisticated investment, tax and risk management strategies and are happy to translate what that will mean for you and your future. When it comes to creating a comfort level with your retirement plan, it first has to make sense to you. Our goal is to create a plan that makes sense, maximizes your financial contributions and allows you to embrace the retirement you deserve.

You’ve worked hard from past to present. Let us work hard for your future.

Shane Walsh & Team

 

~embraceretirement
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HollisWealth® is a trade name of Investia Financial Services Inc. and HollisWealth Insurance Agency Ltd. Mutual Fund products provided by HollisWealth are provided through Investia Financial Services Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.