By now we are sure you have seen information regarding the changes happening at HollisWealth and our new partnership with iA Financial Group.
We thought it would be important to emphasize, you will notice little immediate change. Your relationship with our team will remain the same as always and there is no action required on your part. Your accounts will not change and everything plans to continue “business as usual.” If you are receiving RRIF/LIF payments, or have recurr
The term “retirement planning” is taken by most people to mean preparing financially to retire. While being able to afford to retire is critical, it’s just as important to prepare yourself in other ways to ensure a smooth transition to this next phase of your life. Retirement anxiety Even with a complete financial plan, you can expect to experience feelings of uneasiness as you begin your retirement. The key is to understand that these feelings are normal and to consider how
Have you thought about where you will be ten years from now in the year 2027? Thinking about your future is a key piece of any financial plan. Having a clear picture of where you want to be and what you would like your life to look like is essential in making sure you achieve it. For this issue of the Martens Report we thought we could play 20 questions, with the theme focusing on what your life will look like in the year 2027. Please note that we have tried to structure the
In honor of International Women's Day on Wednesday, March 8, we at HollisWealth Inc. along with some help from Fidelity Investments Canada, would like to highlight the incredible financial strides women have made over the last five decades. Did you know that Canadian women now control nearly $1.2T - roughly one third of wealth in Canada? And by 2024 that figure will increase to $3T, or almost half of all wealth in Canada.* In keeping with this year’s theme for International W