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Estate Planning

Intergenerational Planning

Professional Engineered Portfolios

Financial Products & Services

Securities: Stocks & Bonds

Mutual Funds

Guaranteed Income Savings Certificate (GIC)

Tax Free Savings Accounts (TFSA)

Life Income Fund (LIF)

Registered Retirement Savings Plans (RRSP)

Registered Retirement Income Funds (RRIF)

Registered Disability Plans (RDSP)

Registered Education Savings Plan (RESP)

Locked-In Retirement Accounts (LIRA)

Insurance Products & Services

Life Insurance

Term Life Insurance

Long Term Care Insurance

Segregated Plans

Key-Person Business Insurance

Annuities

Pension Plans

Accidental Death & Dismemberment insurance

Travel & Medical Coverage

Mortgage Insurance

Disability Insurance

Critical Illness Insurance

Partnership Buy Out Insurance

Employee Benefit Plans

Group RRSP

Group Health & Dental Plans

Contact Us

The Financial Coach
HollisWealth
3 Gardenvale Road Toronto, Ontario M8Z 4B8
Telephone: 416 236 7200
Toll Free: 1 800 665 6069
Fax : 416 236 7203

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Disclaimer

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 The Financial Coach Inc. 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 Advisors can open accounts only in the provinces where they are registered. For more information about HollisWealth®, please consult the official website at www.holliswealth.com.

The Financial Coach Inc. is an independent company unrelated to HollisWealth and Industrial Alliance Securities Inc. Industrial Alliance Securities Inc. and its related and affiliated companies have no liability for The Financial Coach Inc. HollisWealth® is a trade name of HollisWealth Insurance Agency Ltd. The Financial Coach Inc. is an independent company unrelated to HollisWealth and HollisWealth Insurance Agency Ltd.