Summer season is upon us and if you are one of the many Canadians who are lucky enough to have a cottage or summer property, likely you have been enjoying nights by the fire, days on the dock and quality time with your family. We thought this would be a great time to also share some financial planning topics you may want to consider that specifically relate to the family cottage. We hope the following articles are helpful with any financial plans you may have being thinking
We would have never imagined we would be writing a second part to our January 2018 newsletter about volatility this quickly, but after a wild couple of weeks we thought it might be timely to circle back and discuss volatility once again.
Our January 2018 newsletter titled, Dear Volatility, discussed the lack of volatility we had been experiencing in the markets that has been in effect for several years. It did not seem to matter what was happening in the world, the markets
You may have noticed that things have been looking quite good lately with regards to your accounts. The markets have been steadily growing over the past couple years in what would seem to be a worry free environment. Events that would typically spook the market have had very little effect, such as Brexit, Korean missile launches or the surprise win by Donald Trump. We wanted to take a moment to remind everyone that although most portfolios are doing well, the market still goe
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
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
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
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
You may have noticed a special insert in your September 30, 2016 statement referring to upcoming performance and fee reporting that will be coming in the New Year.
In simple terms, over the past few years our regulators have rolled out something called the “Client Relationship Model” (CRM) which entails providing clients with more information regarding their investments. Phase two of this initiative, called CRM2, is set to begin in January 2017, when regulators are aiming t
The Canada Revenue Agency (CRA) has recently been warning Canadians to be careful of emails, voice mails, even postal mail claiming to be from the CRA. These are phishing scams that could result in identity thefts. Email scams may also contain embedded malware, or malicious software, that can harm your computer and put your personal information at risk of compromise. The CRA never emails or calls Canadians and requests personal information.
CRA is warning that people should