HollisWealth offers a wide range of products and services:

Investment Accounts

Canadian and U. S. Individual Investment accounts

Canadian and U. S. Joint Investment accounts

Registered Retirement Savings Plans (RRSPs and Group RRSPs)

Tax Free Savings Accounts (TFSAs) - Since 2009, account holders can contribute up to $5,000 per year to this account (unused contribution room accumulates to future years). Contributions are not tax deductable, however any growth, income, or interest earned in the account grow and can be withdrawn tax free.

Locked In Retirement Accounts and Income Funds (LIRAs & LIFs)

Registered Retirement Income Funds (RRIFs)

Registered Educational Savings Plans (RESPs) - designed to help parents or family members save for a child’s post secondary educations costs. Savings can grow surprising quickly, as the Canadian government offers a grant of up to 20% of eligible contributions (subject to limitations and maximums), and additional grant and bonds depending on the contributors household income.

Registered Disability Savings Plans (RDSPs) - is a savings plan to help parents and others save for the long-term financial security of a person who is eligible for the disability tax credit. The Canadian government will contribute grant of up to 300% of eligible contributions (subject to limitations and maximums), and an additional bond can be applied for depending on the beneficiaries household income.

Summit (fee based) Accounts

Informal & Formal Trusts

Estate accounts

 

Investment Products

HollisWealth® is a trade name of Investia Financial Services Inc..

  • High Interest Savings Funds
  • Money Market Funds
  • Guaranteed Investment Certificates (GICs)
  • Guaranteed Investment Annuities(GIAs)*
  • Mutual Funds
  • Guaranteed Investment Funds (GIFs)*
  • Hedge Funds

 

HollisWealth®, a division of Industrial Alliance Securities Inc.

All of the above, plus:

  • Individual Securities
  • ETFs
  • Preferred Shares
  • IPO's
  • Real Estate Investment Trust
  • Income Trust
  • Bonds
  • T-Bills
  • High Yield Bonds
  • Stripped Coupons
  • Canada Savings Bonds
  • WRAP Program

 

In addition to the above investment products, our advisors also assist with the following:

  • Investment Planning
  • Tax Planning
  • Retirement Planning
  • Estate Planning
  • Education Planning
  • Cash management
  • Banking
  • Insurance

 

We also have relationships with a network of local professionals in the area, including Chartered Accountants and Lawyers.

Tax Efficient Investing

Flow through shares*** (FTSs) – With FTSs, certain corporations in the mining, oil and gas, and renewable energy and energy conservation sectors are able to pass their development and exploration expenses (which are 100% tax deductible) onto investors. Company stocks in these sectors are usually very volatile.

Tax Free Savings Accounts (TFSAs) – Canadian residents age 18 years or older, can contribute up to $5,000 per year (starting in 2009). Any investment income earned in the account is tax free, and withdrawals from the account are also tax free. There are a wide range of investments that can be held in a TFSA, such as GICs, mutual funds, and stocks.