Step 2: Implementing Your Plan

Step 2: Implementing Your Plan

Implementing your Life Goals Financial Plan takes many hours however our team will take on the majority of the work involved. Most of the implementation will fall into three broad categories: investmentsinsurance*, and cashflow.

 

 

*Insurance products provided by HollisWealth are provided through HollisWealth Insurance Ltd. ™Trademark of The Bank of Nova Scotia. Used under license.

 

HollisWealth is a trade name of Scotia Capital Inc. and HollisWealth Insurance Agency Ltd. HollisWealth is a division of Scotia Capital Inc., a member of the Canadian Investor Protection

Fund and the Investment Industry Regulatory Organization of Canada. Brokerage services provided by HollisWealth are provided through HollisWealth, a division of Scotia Capital Inc.

Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. ™Trademark of the Bank of Nova Scotia, used under license.

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

The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are those of the

advisor alone and not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.

This article was prepared solely by Robert Abboud and/or Mathieu Paradis who is a registered representative of HollisWealthTM (a division of Scotia Capital Inc., a member of the Canadian

Investor Protection Fund and the Investment Industry Regulatory Organization of Canada). The views and opinions, including any recommendations, expressed in this article are those of

Robert Abboud and/or Mathieu Paradis alone and not those of HollisWealth.

                                              

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