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 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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