Hollisweatlh Ancaster Services

Financial Planning

Our team of financial advisors strive to provide the most comprehensive financial planning & wealth management services to our clients. We do this by offering a vast variety of financial instruments and investment tools. Everything from corporate wealth management to private wealth services, we focus on being the best wealth advisory firm by serving our clients with exemplary client service and by helping them reach their financial goals and needs.

Retirement Planning

Our financial consulting and estate planning team focuses on delivering an all-inclusive retirement plan that will preserve your capital investment while also generating supplemental income through their respective retirement years. We build customized retirement investment portfolios and estate plans tailored to the specific objectives and needs of our clients.

Tax Planning

When discussing investment advice with our clients, the HollisWealth Ancaster wealth management team emphasizes the importance of being fiscally responsible. Tax efficiency can generate better returns in your portfolio and leave you with more money in your pocket. There are several ways our financial advisory team can assist you in building a tax efficient investment portfolio to reduce liability and maximize your returns.

Estate Planning

Developing a solid financial plan or estate plan will help ensure that you have the information and tools to make the right investment choices for you and your family. We know how important it is to develop complete financial plans that consider both your current and future needs – and those of your loved ones. Our Estate Planning professionals can guide you through this process, helping to ensure you make the most of your investments.

Portfolio Analysis

Careful portfolio analysis is necessary to ensure that you have the correct asset allocation according to your objectives and risk tolerance. Long term investment returns are always directly determined by the types of assets held in an investor’s portfolio. By measuring an investor’s short and long term investment goals against various investment possibilities and return probabilities, a professional advisor can assist an investor in determining the portfolio mix best suited to their unique situation. Call our office today if you have questions about your own portfolio asset allocation.

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HollisWealth Ancaster

We believe your success relies on the relationship you have with your advisor, the advice you receive to improve your life, and the fees you pay to achieve your life goals. Our clients are our first priority.

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.

This is not an official website or publication of HollisWealth and the information and opinions contained herein do not necessarily reflect the opinion of HollisWealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by Industrial Alliance Securities Inc., its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered. Insurance products provided through Hollis Insurance.