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As a CERTIFIED FINANCIAL PLANNER® professional and Investment Advisor my role is to help you with your current financial situation yet help you also prepare for tomorrow.

This process will consider your goals, stage in life, personal circumstances as well as your risk tolerance.

I will make recommendations for growing and preserving wealth, minimizing tax, estate planning, retirement planning, insurance – or more, and always with regard to your current situation.

Some of these recommendations may require the implementation of:




  • GICs
  • Mutual Funds*
  • Stocks
  • RESP
  • RRIF
  • RRSP
  • TFSA
  • Annuities/Pensions*
  • Segregated Funds*
  • Life Insurance*
  • Disability Insurance*
  • Critical Illness Coverage*
  • Long Term Care Insurance*

DISCLAIMER

Implementing a retirement, estate, and any other form of financial plan may consist of investing in mutual funds, insurance products (such as segregated funds) and other financial instruments. Prospective investors should always obtain a copy of the offering documents in respect of each investment product (such as prospectus, information statement or folder, insurance contract, etc.), and read it carefully, including discussion of any risk factors, fees, expenses, terms, conditions and restrictions. Consult your personal tax and legal advisor before investing.


HollisWealth®, a division of Industrial Alliance Securities Inc.

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