What To Expect At Our First Meeting

What To Expect At Our First Meeting

Our first meeting will typically last about 90 minutes. You will have the opportunity to ask any questions you like and view a sample of our work. There is no cost or obligation for the initial meeting so you will never feel pressure to commit to working with us until you are ready to do so.

To keep our meeting as productive as possible we will also complete a detailed questionnaire to better understand your current situation and help you identify your future goals.

What documents you should bring with you (PDF)

At the end of the first meeting you can decide whether or not to have us begin creating your Life Goals Financial Plan.

 

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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