Don’t forget to make your annual TFSA contribution! Here is a quick reference to help you catch up! Read more
It’s a brand new year. A year to make some concrete decisions about where you want to be personally and financially. In the financial planning industry we hear this all the time. Read more
Tax planning should be part of your overall financial strategy, and should be considered on an ongoing basis throughout the year. Read more
When people divorce, the biggest worry is about money and how financial assets will be split. Divorcing is never easy and is an extremely emotional time for couples. Read more
Life insurance is a crucial element of your financial plan- it is there to protect you and your family, should the unexpected occur. Read more
Investing is a smart option once you have your debt, budget and savings in check. Read more
What sets my relationship with Sound Financial Strategies apart from that I had with other financial advisors, is the fact that their approach is an honest approach that focuses on building trust, rather than simply looking at products or solutions. … read more
Dave has taken a personal interest in the overall financial planning and investment management for our family’s needs. He and his team took the time to fully understand our current needs and long term desires in order to establish an effective fi… read more
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HollisWealth® is a trade name of Investia Financial Services Inc. and HollisWealth Insurance Agency Ltd. Mutual Fund products provided by HollisWealth are provided through Investia Financial Services Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. Sound Financial Strategies Inc is an independent company unrelated to HollisWealth and Investia Financial Services Inc. Investia Financial Services Inc. companies have no liability for Sound Financial Strategies.
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.