In a previous communication, we confirmed the ownership of HollisWealth will change from Scotia Capital to IA Securities (owned by Industrial Alliance) in the 3rd quarter of 2017. We anticipate this as a positive transition as we will continue to benefit from the depth and backing of a large, secure financial institution. We want to […]
Below is a brief summary of the Ontario budget from April 27, 2017. You can download a full review from Scotiabank here. Children’s Prescription Medication: All children and youth aged 24 and under, regardless of family income, get free prescription medication Electricity: Lower household electricity bills on average by 25% beginning this summer (even greater […]
We are pleased to offer you the services of our in-house Tax Specialist. Robert Westgarth is an accountant and tax consultant, and has years of experience with tax preparation. We will continue to facilitate the tax preparation services of Steve Ernst (Converge Financial) via our office if you’re one of the many clients who have […]
The rumours in last week’s article in the Globe and Mail have been confirmed with today’s announcement that Scotiabank will sell their ownership in HollisWealth to Industrial Alliance (iA) effective in the third quarter of 2017. STABILITY We view this change positively as this acquisition will make HollisWealth a member of one of the largest […]
Following the US election results, we would like to share some research on the impact this may have on markets and the economy. We also want to remind you about our investment philosophy and what that means in terms of portfolio management strategy during times like this: As high-conviction, long-term investors, we do not change […]