1. Get to Know You
We start with a discovery meeting. At the end of this session, we’ll both have a good idea as to whether or not we’ll be comfortable working together. You tell us all about your financial situation and what you’re looking for. We share our planning process, the range of products and services we offer, define our mutual responsibilities and agree on compensation.
2. Develop a Plan
Your financial details – goals, cash flow needs and tax issues – are the basis of a customized plan. Together, we define your financial resources and obligations, financial priorities, time horizons and risk tolerance. We then analyze your current investment portfolio and its key components: asset allocation, sector concentration, risk exposure and tax efficiency.
3. Present the Plan
We’ll present your customized plan, explain our recommendations and address any questions or concerns you may have.
4. Monitor Your Plan
Wealth planning isn’t a one-time event. We’ll meet regularly to discuss the impact of tax and economic changes, review actual performance against your objectives, identify what’s still appropriate and what needs to be reworked.
5. Manage Change
Volatile markets- and significant life changes – make people anxious. Our role is to offer you insight and reassurance, particularly at times when emotion threatens to take the place of common sense. Together we’ll asses the situation and discuss whether or not to adjust your plans if changes are called for, we ensure that they are executed in an orderly way consistent with your long term goals.
Get In Touch With Our Team
Our team of professionals will take you step-by-step through the wealth planning process and develop a comprehensive wealth plan tailored to your personal goals and objectives.
HollisWealth®, a division of Industrial Alliance Securities Inc. and Hollis Insurance Inc.
1 (800) 336-8606
5420 North Service Road, Suite 104
Burlington, Ontario L7L 6C7