Implementing Your Plan: Cashflow

Clients who have amassed considerable wealth have done so by first managing their cashflow. Your Personalized Cashflow Plan will be easy to implement and won't involve keeping hundreds of receipts or complicated accounting software.

In the end a good Cashflow Plan doesn't force you to spend less money, it simply helps you spend your money on things you truly value. The result is that ten years from now you'll look back and see that you did take that trip, buy that truck or start that charitable foundation.


Step 3: Staying on Track...



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


Website Design For Financial Services Professionals | Copyright 2020 All rights reserved