Our Products

We are fee based planners and offer a concierge service to our clients by providing them access to numerous products that will assist them in managing their family finances.  We truly provide holistic planning, service and products.

Our feature product is The Managed Program which allows a client and advisor to have a truly transparent relationship regarding fees.  Instead of fees being embedded or hidden, we provide a transparent monthly fee for our services, aligning our interests with those of our clients.  If a client's portfolio grows, so does our compensation; if the portfolio decreases in value, so does our compensation.

As well we are not paid by any product or supplier, strictly by the client within The Managed Program.

 

Fee based Managed Program: available plans

  • RRSP, TFSA,RESP, Spousal RRSP, Informal Trust Accounts, Corporate Accounts, Cash Accounts, Locked-in RRSP, RRIF, LIF

Banking Products

Through some of our banking partners, we also offer a variety of other products to assist our clients including:

  • No Fee High Yield Bank Accounts, No Fee High Yield TFSA accounts - currently through Manulife Bank
  • Residential Mortgages and Home Equity Lines of Credit

Insurance*

We are also insurance brokers through our insurance division, Wealth Strategies Investments Inc. We offer many insurance solutions to clients including:

  • Life Insurance (term, universal and whole life), Critical Illness Insurance, Long Term Care Insurance, Disability Insurance, Travel and Health Insurance, Buy Sell Insurance, Corporate owned policies

 

*Insurance products provided by HollisWealth Insurance Agency LTD. 

 

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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