Investments

Implementing your plan: Investments

Achieving your goals will require sound investment management. Your Personalized Investment Plan will reflect your investment and retirement objectives while keeping your tolerance for risk top of mind. Your plan also clearly states how investments will be chosen and how each part of your portfolio will work together to reach your objectives.

As Portfolio Managers, our responsibility will be to make the major investment decisions such as asset allocation, stock selection and monitor the performance of the money managers on an ongoing basis on your behalf.

 

Implementing your plan: Insurance...

 

 

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 Abboud and Mathieu Paradis 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. Robert Abboud and Mathieu Paradis 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 . Wealth Strategies is a personal trade name of Robert Abboud and Mathieu Paradis.

                                              

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