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Portfolio Commentary – November 2024
Our November 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
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Some Thoughts on the Medicinal Marijuana Sector
"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...
Tax Slips and Supporting Documents You May Receive
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)....
4 Financial Tips for Active Young Families
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...
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...