HollisWealth

About

Investments and Financial Planning

Story

There is always a need for sound financial advice to better plan for your future and invest in what you hold close to you. HollisWealth can provide Nova Scotians with sound investment strategies and be your financial advisor when you need it most. In the area of Antigonish, there is no one better who understands that where you end up investing your finances, is where you live your life.

What we offer in terms of planning:

Nova Scotia Retirement Planning, Estate Planning, Education Planning, Systematic Savings/Withdrawal Plans, Group RRSP’s, Ethical Investing, Mortgage Referrals, and Corporate Accounts.

What We Do:

Our wealth management expertise includes the following registered plans in Antigonish and throughout Nova Scotia:

Registered Retirement Savings Plans (RRSP), Registered Retirement Income Funds (RRIF), Registered Education Savings Plans (RESP) Registered Disability Savings Plans (RDSP), Tax-Free Savings Accounts (TFSA)

And investment products:

High Interest Savings Accounts, Mutual Funds, ETFs, Stocks, Preferred Shares, Real Estate Trusts, Bonds (Corporate and Government), Fixed income Alternatives and Private Investment Pools.

How We Do It:

Respectively and transparently; keeping clients' best interests in mind by reducing costs while protecting wealth, investments and finances.