From the desk of Erin Gendron… This is a message for our younger clients or those who are “young at heart”. Insurance: Something no one enjoys talking about, but a ‘must have’ conversation. We feel a sense of responsibility to have this conversation with you – or with a friend or loved one you know […]
Don’t Look Now…but U.S. stocks are in a decided uptrend as a period of market anxieties appear to have faded—at least for the moment. There are a number of factors that investors say are underpinning the recent resurgence in risk-taking that’s lifted the market. Muted Inflation: Inflation was the culprit for roiling the market back in […]
From the desk of Erin Gendron… At the beginning of the year, over 1500 randomly selected Canadians were polled on their retirement goals and expectations. How do your retirement goals and savings stack up against these findings? Not quite sure if you’re on track? Read on and let us help! 4 Practical tips to help you […]
“A growth opportunity, yes, but at what cost?” These days it seems that many clients are interested to invest in the stories of cryptocurrencies (Bitcoin, Ethereum, etc), artificial intelligence, automation/robotics and cannabis. They are exciting and I can certainly see the growth to come and how many of these will be catalysts of change in […]
How you receive tax slips will be a little different this year. Due to the ownership change of HollisWealth midway through 2017, you will be receiving tax slips from both Scotia Capital Inc. (from Jan – Aug) and Industrial Alliance Securities Inc. (from Aug – Dec). This will be the only year this will happen. […]
4 Financial Tips for Active Young Families From the desk of Erin Gendron… With the start of a new fall season and the end of care free summer days, the ‘responsible, let’s get organized’ side of me kicks into high gear. Fall has always had a ‘fresh start’ feel about it for me – similar […]