Shane Walsh, CFP® – Investment Fund Advisor, HollisWealth, a trade name of Investia Financial Services Inc., Insurance Advisor, Hollis Insurance
Embrace Retirement® With A Plan That Embraces You!
A little hug goes a long way. The same can be said for your retirement; a little planning now will go a long way in securing your financial future. The best part is that it’s not too late to start or to modify your existing plan. The end result will have you embracing retirement and back to focusing on the things that matter most to you.
You’ve worked hard from past to present, let us work hard for your future.
Shane Walsh focuses on working with the client to create long-term, personalized financial plans in addition to complex estate planning. Shane has in-depth knowledge of corporate and personal tax and helps clients by developing customized retirement income plans.
Shane is a Certified Financial Planner® and has spent 22 years serving retirees, business owners, high net worth individuals and their families. His industry experience provides an in-depth understanding of sophisticated investment, tax and risk management strategies needed to create and preserve retirement plans for each of his clients.
Tax-smart investing is a key component of the planning process. As part of the process, he explores strategies that focus on reducing and deferring taxes, maximizing income opportunities, and utilizing all of the applicable tax benefits for corporations and individuals.
Over the years he has seen bull and bear markets, changing economic conditions, increasingly complicated tax situations, and the overall effect that poor financial planning can have on retirement plans. From these experiences, he has been guiding clients with a comprehensive planning process that simplifies the confusion of their financial matters.
By monitoring and rebalancing each client account on an ongoing basis he provides insight that can take advantage of opportunities created within financial markets as they arise. He uses a unique process that reduces risk and maximizes tax benefits to keep clients on track with their retirement plans. He believes that his best client is not only a fully informed client, but one who also understands the process. As a result, he has a strong commitment to client service and his clients are dedicated to achieving their financial goals.
Personal
In his free time, Shane enjoys travelling, golfing, skiing, and the theatre. Shane is also the Vice President of the Hamilton Cardinals Intercounty Baseball League ownership group, and is a proud season ticket holder of the Hamilton Tiger-Cats. He attended McMaster University and Mohawk College focusing on Business Administration and Economics. He lives in Ancaster with his wife Cheryl and their 11 year old son Cameron.
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HollisWealth is a trade name of Investia Financial Services Inc.
Only the services offered through HollisWealth®, a division of Industrial Alliance Securities Inc, are covered by the Canadian Investor Protection Fund.
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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.