We are fee based planners and offer a concierge service to our clients by providing them access to numerous products that will assist them in managing their family finances. We truly provide holistic planning, service and products.
Our feature product is The Managed Program which allows a client and advisor to have a truly transparent relationship regarding fees. Instead of fees being embedded or hidden, we provide a transparent monthly fee for our services, aligning our interests with those of our clients. If a client's portfolio grows, so does our compensation; if the portfolio decreases in value, so does our compensation.
As well we are not paid by any product or supplier, strictly by the client within The Managed Program.
Fee based Managed Program: available plans
- RRSP, TFSA,RESP, Spousal RRSP, Informal Trust Accounts, Corporate Accounts, Cash Accounts, Locked-in RRSP, RRIF, LIF
Through some of our banking partners, we also offer a variety of other products to assist our clients including:
- No Fee High Yield Bank Accounts, No Fee High Yield TFSA accounts - currently through Manulife Bank
- Residential Mortgages and Home Equity Lines of Credit
We are also insurance brokers through our insurance division, Wealth Strategies Investments Inc. We offer many insurance solutions to clients including:
- Life Insurance (term, universal and whole life), Critical Illness Insurance, Long Term Care Insurance, Disability Insurance, Travel and Health Insurance, Buy Sell Insurance, Corporate owned policies
*Insurance products provided by HollisWealth Insurance Agency LTD.