From the desk of Erin Gendron… You probably haven’t been able to avoid seeing the negative media attention (and resulting share volatility) the Big 5 Banks have been receiving over the past month. We’ve certainly taken note. The attention on the banks is due to alleged high pressure sales tactics used by under qualified advisors. […]
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 […]
As you likely know, the UK people voted to exit the European Union yesterday. This has and will continue to create political uncertainty as other member countries like the Netherlands, Spain, Italy, etc consider their own “leave” decisions. It’s important to note that it will take at least two years for an exit to actually […]
Last week, over 400 attendees from across the wealth management industry in Canada came together to celebrate the outstanding value that financial professionals provide to their clients. The 20 award categories recognize excellence across the industry, from community service to best practice. The Canadian ETF Association (CETFA) presented the first CETFA ETF Champion of the […]
The Liberal government released its first budget earlier this week. Here are a few of the details that we thought you might like to be aware of: TFSA’s TFSA contribution room is back down to $5,500 for 2016. If you haven’t opened or topped-up your account yet, please let us know. (Remember: the best way […]