On December 2nd we hosted a breakfast seminar discussing common errors Canadians make when planning their estates. Keith Masterman LLB, TEP of CI Financial’ s Tax, Retirement and Estate Planning team shared with us his presentation ‘The 7 Deadly Sins Of Estate Planning.’ We thought it would be good to share a summary of the topics discussed to those who were not able to attend, or those who would like a recap.
Sin #1 No estate plan/an outdated plan
Fact: 56% of adult Canadi
We are excited about our partnership with Investia Financial Services Inc. and IA Financial Group. The transition is mostly complete and overall, we are happy with the switch. Our relationship with you, your investment options and the service you are used to receiving has not and it will not change. We will continue to work with you to meet your financial goals while providing the highest level of service.
Introducing the Client Portal
Accessing your account information
As we previously have communicated, HollisWealth has been purchased by IA Financial Group. The deal is set to finalize on August 4, 2017. We want to take this opportunity to update you on the acquisition. There is a package being mailed to you this month covering these main points: There is no action required on your part. Your accounts will not change and IA Financial Group plans to continue “business as usual.” The Trustee for any Nominee HollisWealth
Political parties can impact markets but not as much as you might think. If you have a good plan, it’s usually best to stick with it, regardless of the political landscape.
Over the past few months it has been rare to have a client meeting where Donald Trump has not come up in conversation. Many clients have been asking what impact Trump may have on their investments. In our view, likely not much.
History suggests that whichever party holds the Oval Office typically has
As we kick off 2017, we felt it might be worthwhile to look ahead to a few of the key trends and initiatives impacting our industry going forward. Some have already been covered off in recent Martens Reports, and we also talked to several of these issues at our Client Seminar last month. Following is some additional information including a behind the scenes change of our parent company that is scheduled for later this year. As always, please don’t hesitate to call if you hav
In this edition of The Martens Report we bring you the final topic of our 4 part Investor 101 series. As we have mentioned in the previous newsletters of the series, all the material is provided by our own “Private Client Research (PCR)” group of HollisWealth. For this month’s topic we are covering one of the simplest by most effective investing strategies available, Dollar Cost Averaging. Click the image below for more information about how Dollar Cost Averaging can help you
Our Thoughts on Brexit - Keep calm and carry on.
On Thursday, June 23, 2016, U.K. citizens voted in a referendum to leave the European Union. Unsurprisingly, volatility has returned to the markets.
We have received several articles, opinions and pieces of information this past week. The main theme is that the British economy is stable enough to weather the short term impact the 'leave' vote may bring, and the investment teams we tend to favour are currently looking for wa
In this edition of The Martens Report we bring you the first of a 4 part series we’re calling “Investor 101.” We thought this series would be a great opportunity to introduce you to material provided by our own “Private Client Research (PCR)” group of HollisWealth Inc. The PCR team is a group of investment research and financial planning professionals stationed in our Head Office. This group has traditionally been devoted to providing HollisWealth Advisors with research and t
You might be aware that March is “Fraud Prevention Month”. In support of this we decided to dedicate this issue of The Martens Report to educating our clients about the many types of fraud, and how to protect yourself.
There are many known “scams", “pitches", and other types of fraud, with more being invented, literally on a daily basis. Click here for a list and description of common ones provided by the Canada Revenue Agency (CRA). Know how to recognize a Scam Canadians
The markets have become volatile once again, as concerns about China's economy add to fears of a global economic slowdown. Add to that volatility in oil prices, changes in the relative strength of currencies, and expectations that the U.S. Federal Reserve will gradually raise interest rates, and the result is uncertainty in the markets. “Nothing causes investors to question their strategy and worry about their money like a dramatic sell-off,” says John Sweeney, Fidelity execu