The Johnsons

The Johnsons: Received An Inheritance

"My parents were always good with their money. We'd like to do the same."

David: It's been a tough few years. First Mom passed away in '08 and then Dad about 10 months ago. The estate was just settled and my brother and I each received about $450,000.

Marie: David's parents didn't have the chance to go to university so they wanted to make sure their two grandchildren (Abby and Katie) went to school. They started an Education Savings Plan for each of them a few years ago so I know they'd want us to continue contributing.

David: Both of my parents passing on so young has made mortality more real. We're going to get our wills done and we'd like to get life insurance to make sure Abby and Katie are taken care of should something happen to us.

Marie: The inheritance is enough to pay off our mortgage, but I don't have a pension so we're not sure if we should invest the money instead. Maybe we could do a little of both?  The Financial Plan provided by Wealth Strategies helped clarify what the best strategies were.

David: Suddenly we have a lot of money sitting in our bank account and I know my parents would want us to spend it wisely. We'd like an advisor to guide us through these important decisions and at the same time help better manage our cashflow.

 

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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