Step 3: Staying On Track

Step 3: Staying On Track

As your life changes, so will your plan. Monitoring and updating your plan will be the key to success. The Wealth Strategies Client Service System helps you stay on track.

The Client Dashboard™ is a review tool designed by Wealth Strategies to help clients stay on track. The Client Dashboard" helps you understand whether you are ahead of schedule, on schedule or behind schedule; and more importantly "why" this is the case, "how" this impacts your plan and "what" action we can take to get back on track.

Throughout the year we are available to answer your calls or emails about all things financial or simply to act as a sounding board before you make a big financial decision such as buying a new home.

Learn abour our fee structure

 

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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