Estate Planning

• Wills/Powers of Attorney³
• Establishing Trusts³
• Heirs and Charities³
• Insurance¹

Retirement Planning

• Investment Planning
• Non-Registered Investments
• Registered Retirement Savings Plans (RRSP)
• Locked In Retirement Accounts (LIRA)
• Registered Retirement Income Funds (RRIF)
• Life Income Funds (LIF)
• Guaranteed Investment Certificate (GIC)
• Annuities¹
• Government Bonds
• Mutual Funds
• Segregated Funds¹
• Pension Maximization
• Tax Shelters
• Tax Free Savings Accounts (TFSA)

Estate Planning

• Comprehensive Estate Planning
• Wills³
• Power of Attorney³
• Trusts³

Tax Planning

• Tax Planning
• Income Splitting
• Tax Deferral Strategies
• Income Tax Preparation⁴

Income Replacement

• Life Insurance¹
• Disability Insurance¹
• Individual & Group Health Plans¹
• Critical Illness Insurance¹
• Long Term Care Insurance¹

Education

• Education Savings Needs Analysis
• Registered Education Savings Plan (RESP)
• Canada Education Savings Grant (CESG)
• The Canada Learning Bond (CLB)

Mortgate Financing

• Mortgages²
• Homeowner Line of Credit²
• Refinancing²
• Debt Conslidation²

Notes:

1. Insurance products provided through HollisWealth Insurance Agency Ltd.
2. Mortgages provided by referral
3. Only securities related products and services referenced are offered through HollisWealth Advisory Services Inc.  Please contact your HollisWealth Advisor if you require further clarification.
4. Income Tax Preparation offered through Third Party Tax Advisors. HollisWealth Advisory Services Inc. does not provide income tax preparation services nor does it supervise or review other persons who may provide such services. ™ Trademark of The Bank of Nova Scotia, used under licence.