Financial Matters

 

There are many advisors qualified to help you save money, however there are very few that specialize in helping you spend it.

Did you know that many of the strategies used in your working years do not apply in the same way, or at all, in your retirement years?  In fact, some approaches used can even be detrimental.

Planning retirement income is a very different art and science than accumulating assets.  Withdrawing money from the wrong source at the wrong time can cost you thousands.

Call us today to find out how your Retirement Income Plan stacks up 519.337.2001.

 

 

 

FAMILY COTTAGE ISSUES

© Can Stock Photo Inc. / Elenathewise

© Can Stock Photo Inc. / Elenathewise

A family cottage is a special type of real estate that often comes with complications when it’s time to sell. That’s particularly true when the price is high. With the average price of a property on the major lakes in Ontario reaching $1.2 million, emotions can run as high as the price. Here are some useful tips and strategies for a successful cottage transfer plan. More Info »

 

 

 

 

 

HollisWealthTM is a trade name of HollisWealth Advisory Services Inc. and HollisWealth Insurance Agency Ltd.  Mutual fund products provided by HollisWealth are provided through HollisWealth Advisory Services Inc. (a member of the Mutual Fund Dealers Association of Canada and the MFDA Investor Protection Corporation).  Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd.

™ Trademark of The Bank of Nova Scotia, used under licence.

Like this Article? Share it!