Step 1: Creating Your Plan

Step 1: Creating Your Plan

During the two to three weeks following our initial meeting we will review all the information collected and the documents provided to fully understand your current situation. Then we will make specific recommendations relating to each of the financial and life goals you identified and summarize our findings in a formal Life Goals Financial Plan.

Our next meeting, the Plan Presentation, will last approximately 90 minutes. We will walk through each part of your plan covering each goal and the accompanying recommendations. The meeting is very interactive and we will take all the time needed to answer your questions - ensuring you understand your plan is essential.

The plan is then yours to take home and review at your leisure. We encourage you to call if you have any questions or if you would like to suggest modifications. When you have decided whether to proceed with the plan (or a modified version) simply contact our office and we will begin the implementation process.

 

 

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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