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Retirement Planning Consultants near Lincoln ON (5 Result(s))
We have a wide range of products and services available like Mutual Funds; Insurance; Tax Free Savings Accounts; GIC's; Registered Retirement Savings Plans; Annuities; Pensions; and Estate Planning.
HollisWealth Advisory Services Inc. is located in the heart of downtown St. Catharines, Ontario. Dedicated to providing professional investment advice with regard to Savings, Retirement, Your Wealth, Risk Management, Mortgages, and more!
HollisWealth is proud to help families and businesses across the Niagara Region invest in some peace of mind.
With all the uncertainty in the world, some expert advice is your best investment.
HollisWealth proudly serves its clients by looking at a balanced portfolio of investments. The investments need to be basically sound, diversified, have liquidity and a proven track record of good management. Grow Your Saving with Mutual Funds, TFSAs, GICs, Segregated Funds, and Customized Lifestyle Planning.
Prepare for Retirement with RRSPs, RRIFs, LIRA/LIF, Annuities, Pensions, and Estate Planning.
Plan for your Family with Life Insurance, Risk Management (Disability, Health Plans, Critical Illness, Long-term Care) and RESPs.
Call us today (905) 684 6597.