Solutions for your future needs.

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Products and Services

 

Products and Services

Financial products and services can address specific needs in your financial security plan and help you build a successful business. I have access to a broad range of insurance, investment, employee disability and group benefit products to help meet your individual and business needs and goals. You may have put all your focus and hard work into your business, so it makes sense to protect it properly against the risks that can bring financial hardship.

How to Protect Your Business

We offer unique planning solutions using:
  • Life insurance
  • Disability insurance
  • Critical illness insurance

How to Protect Your Employees

The people employed in your business or organization help you succeed regardless of whether you depend on three key employees, or a team of 100.

We can offer your firm a comprehensive group benefit plan that enables you to retain your important staff:

  • Benefits plans for small business
  • Health-care and dental-care benefits
  • Wellness and disability benefits
  • Life and accidental death and dismemberment benefits

 

 

FREE LIFE INSURANCE QUOTE

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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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