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Video 4 – Canada Pension Plan Video Series
Survivor Pensions Presented by: Erin GendronCertified Financial Planner & Financial Advisor - CrossPoint Financial The goal of this series of videos is to explain common concerns, questions, misconceptions, and things that we think you should know about the Canada...
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iA Financial Group Completes the Acquisition of HollisWealth from Scotiabank
QUEBEC CITY, Aug. 8, 2017 /CNW Telbec/ - Industrial Alliance Insurance and Financial Services Inc. ("Industrial Alliance" or "iA Financial Group") (TSX: IAG) and The Bank of Nova Scotia ("Scotiabank") (TSX: BNS) (NYSE: BNS) today announced that Industrial Alliance has...
Updates on IA Securities Acquiring HollisWealth
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...
Basic Ontario Budget Summary
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...
Canadian Banks: We Love ‘Em & We Hate ‘Em
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...
Offering Professional In-House Tax Preparation Services
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...
Industrial Alliance (iA) Acquires HollisWealth from Scotiabank
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...