HollisWealth

About

We will help you develop a plan to get you started and guide you to financial success.

Story

Mindset Wealth - Robert Mulrooney, Russ Wigle, Laura Nickel, Randi Reid and Jessica Niven.

Why did we name our business Mindset Wealth? From all of our many years as advisors, we’ve worked with many clients that come from varied professions, educational backgrounds and income levels. What we’ve concluded is that the common element to creating and maintaining wealth is how you THINK about money. Wealthy thinking forms wealthy habits, and thus forming wealthy outcomes.

A mindset is all about taking what you have already and further developing it through thorough planning, effective coaching, constant dedication and using the right tools. A clear mindset is essential in achieving greater accomplishments, whether it is in business, sports, relationships or investing. It’s not what happens that matters, it’s how you behave that matters.

Canadians need to make a personal commitment to take responsibility for their financial future. You need to buy into the idea that you are in charge of looking after your retirement — not the government, not your employer: it’s you and your advisor. With ever-shrinking government funding, longer retirement life spans and the increasing cost of living, that critical need to develop a wealthy mindset has never been more important than now.

We will help you to develop a plan to get you started and guide you to financial success. Everyone has their own definition of financial success and we will help educate and motivate you to achieve yours. We have tools and strategies to help you grow and preserve wealth. Having a retirement road map and the right mindset will get you there. You’ll come away from every meeting feeling richer in some aspect of your financial life.

We work with many retirees and working men & women here in the Comox Valley from our office in Courtenay. We also have our Vancouver office managed by Rudy Chung, which serves families and professionals across Metro Vancouver.

For retirees, we help them deal with these low interest rates on guaranteed investments by sourcing out the highest GIC rates through our website’s GIC Corner, where we always lead with our best rates.

Retirees are facing more challenges today than ever before. Our team at Mindset Wealth understands the risks you face when you retire and we can help navigate those risks with you. Creating and preserving wealth is a long journey, and taking that first step begins here at Mindset Wealth

HollisWealth® is a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates. This information has been prepared by Robert Mulrooney for HollisWealth®, a division of iA Securities, and does not necessarily reflect the opinion of iA Securities. The information contained in this document comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any the securities mentioned. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where he is registered. For more information about HollisWealth®, please consult the official website at www.holliswealth.com . Mindset Wealth is a personal trade name of Robert Mulrooney.