At HollisWealth, we think of investments in terms of your life events. By knowing what's happening in your life, an advisor can determine what's most appropriate for you. Our advisors' central focus is helping you exceed your financial goals through sound advice, expert analysis, and carefully selected investments. A full complement of investment options is available to you:
Stocks & Bonds
GICs, EFTs, IPOs, REITs
Flow-through and preferred shares
RRSP and leverage loans
High-interest savings accounts
Health and dental insurance
RRSP and RESP accounts
Fee-based and short-selling accounts
Automatic savings/withdrawal plans
Group RRSPs and pensions
As a full-service managing general agency, HollisWealth Insurance Agency, Ltd. works with all major Canadian life insurers so you can get the product that’s right for you.
And the HollisWealth
Insurance Done Right program is designed to help you find the best possible insurance solution. The program is divided into three parts that will help you:
Identify insurance solutions.
Develop an insurance strategy.
Put an insurance plan into action.
Calculate Your Payment
HollisWealth supports a national referral program for residential and commercial mortgages. Should you invest with HollisWealth, you will have access to highly competitive mortgage rates, including fixed and variable rate mortgages, as well as some of the best secured products.
Our tax referral program specialists from Scotia Private Client Group offer comprehensive tax preparation and filing services, including advisory services in estate, trust and registered charity taxation. You will benefit from receiving guidance at lower fees than those charged by many major accounting firms.
Top Investments Insurance Mortgages Tax Services Estate Planning Private Banking
In today's world, the need for estate planning is increasing. In working with Scotiabank, you'll have access to a variety of estate planning and trust services. Whether your estate is of large or modest value, a professional plan should be part of your total financial strategy. A holistic plan will include:
A Will and Power of Attorney
Pensions and Insurance
Working with estate professionals from Scotia Private Client Group, an advisor can develop an estate plan to meet your goals and objectives. Issues to consider:
Choosing a guardian
U.S. estate tax planning for Canadians
Role of the executor
Getting to know your insurance needs
Tax planning using Alter Ego and Joint Partner trusts
Available through Scotiabank’s private client group, private banking provides you with a total financing solution through an exclusive suite of services. Advisors can recommend everyday banking services or more customized lending solutions, such as:
Mortgages, term loans, or lines of credit
Preferred limits on the ScotiaGold Passport™ VISA or ScotiaLine® VISA card
The opportunity to leverage an investment portfolio
Inspire concierge travel and entertainment solutions