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Recent Posts

Canadians Facing Longer Wait For Retirement
An Estate Planning Checklist

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June 2015

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Estate Planning
Retirement Planning

Disclaimer

Disclaimer:
HollisWealth® is a trade name Investia fi nancial services and Hollis Insurance. Mutual funds are provided by HollisWealth through Investia Financial services Inc.
Insurance products are provided by HollisWealth through Hollis Insurance.
Capital Pro Group, Capital Insure Inc., Capital Pro Bookkeeping Inc., and Capital Pro Taxes Inc. are independent companies. Scotiabankcompanies have no liability for activities outside of HollisWealth .
Capital Wealth is a personal trade name of Tarek Sayegh.
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 are those of the advisor alone and 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.
HollisWealth Advisory Services Inc. does not provide income tax preparation services nor does it supervise or review other persons whomay provide such services.
Mortgages are provided by referral only.

Disclaimer

HollisWealth is a trade name of Scotia Capital Inc. and HollisWealth Insurance Agency Ltd. HollisWealth is a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Brokerage services provided by HollisWealth are provided through HollisWealth, a division of Scotia Capital Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. ™ Trademark of The Bank of Nova Scotia, used under licence. Stoller Wealth is a personal trade name of Michael Stoller and Larry Lee.

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Recent Posts

Canadians Facing Longer Wait For Retirement
An Estate Planning Checklist

Disclaimer:
HollisWealth® is a trade name Investia fi nancial services and Hollis Insurance. Mutual funds are provided by HollisWealth throughInvestia Financial services Inc.
Insurance products are provided by HollisWealth through Hollis Insurance.
Capital Pro Group, Capital Insure Inc., Capital Pro Bookkeeping Inc., and Capital Pro Taxes Inc. are independent companies. Scotiabankcompanies have no liability for activities outside of HollisWealth .
Capital Wealth is a personal trade name of Tarek Sayegh.
The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may beincomplete. The opinions expressed are those of the advisor alone and not those of HollisWealth. This website is not deemed to beused as a solicitation in a jurisdiction where this HollisWealth representative is not registered.
HollisWealth Advisory Services Inc. does not provide income tax preparation services nor does it supervise or review other persons whomay provide such services.
Mortgages are provided by referral only.

Categories

Estate Planning
Retirement Planning