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We Offer

Wealth building, preservation, distribution

We believe that wealth is a process, one of building it, preserving it and then distributing it.

Wealth Building
We coach our clients to build their own success, helping them with:

  • Managing their wealth assets
  • Goal setting
  • Staying focused
  • Ensuring balance in their lives

Wealth Preservation
Our Wealth Preservation Process focuses on putting an overall plan in place to protect you from the uncontrollable – death, sickness, taxes, inflation, fear and greed. With this plan we can focus on:

  • Retirement planning
  • Tax-friendly retirement spending
  • Answer common questions:
    • Do I have enough?
    • Am I paying too much in taxes?
    • What is my rate of return?
    • Is my family protected if I die?
    • Are my assets protected if I become sick or disabled?
  • Keeping you focused during times of uncertainty

Wealth Distribution
Transitioning wealth into income and utilization is an important stage where planning actually becomes reality.

And of course, we also offer a full range of estate planning and administration, including:

  • Legacy and estate planning
  • Tax planning
  • Strategy sessions with key people (e.g., family members, trust companies, etc.)
  • Charitable gift planning

We have developed a proprietary process as well as some tools to purposefully lead our clients through a clarifying and empowering experience.

Some clients work with us in all three areas, others in just one or two, depending on their specific needs.

 

HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.