ABOUT US
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Grow Your Wealth
Our team offers various advisory services to help you grow your wealth.
Retirement Planning
Planning for your retirement is no simple task. Our team of certified financial advisors can give you the peace of mind you need when planning for retirement. We use asset allocation to build a portfolio of investments that fits into your retirement plan in order to give you a realistic stream of income during retirement. We help walk you through those tough questions when it comes to retirement. Do you plan on travelling more frequently? Do you plan on contributing to a grandchild’s education? Do you plan on staying in your home or moving to a different community? Are you going to retire early or work longer? We can gauge a realistic retirement plan based on your answers to those tough questions and your retirement goals.
Investment Planning
Our team of financial advisors will work with you to create a balanced portfolio of investments based on your time horizon and risk tolerance. Everyone works hard for their money and with so many choices when it comes to investing, it makes drawing up an investment plan that much more difficult. That’s why our team of advisors are here to clarify issues and identify market trends. We make sure that your assets are secure with a structured investment portfolio. Our expert team takes pride in helping our clients meet their financial goals by growing their wealth.
Estate Planning
Our team of advisors will work with you to create a comprehensive estate plan that reflects your final wishes. By having a sound estate plan you can maximize the value of your estate as well as minimizing the administrative burden on your executor. Ensure the legacy you want to leave for your loved ones is secure by minimizing the expenses for your estate. Unfortunately, every year too many families are being torn apart because their late loved one didn’t believe in estate planning. However, more people are starting to realize that an estate plan is an essential part of financial planning and is one of the most important things you will do for you and your family.
Education Planning
A post secondary education is one of the most life changing gifts you can give to a loved one. With post secondary education becoming more and more vital in our society it is even more essential to set money aside for your children or grandchildren. With education costs fluctuating from year to year, how are you supposed to predict how much your loved ones education will cost? Even setting aside a small amount per month will translate into considerable savings later.
Meet the Team
Meet the team of talented individuals that will help you grow your wealth.
Bill Robinson Jr. , CFP®
Investia & Investia Insurance Agency Ltd.
Robin Robinson, BA, CFP®, AMP
Investia
David Burwell, BA, CFP®
Investia & Investia Insurance Agency Ltd.
Kim Rosati
Patti Johnson
PROTECT YOUR WEALTH
Protect your wealth with an Insurance Policy through HollisWealth Insurance Agency Ltd.
Term Life Insurance
Having adequate life insurance to be able to provide income replacement to your beneficiaries in the event you passed away could be key to your families financial success. Life Insurance can ensure your loved ones are able to pay off outstanding debts like mortgages, car loans, and lines of credit. Without an effective insurance strategy, your families living standard is at risk.
Disability Insurance
Disability insurance is designed to provide income replacement in the event that you were to become disabled. With workers compensation only covering on the job injuries, disability insurance becomes imperative for protecting your families wealth. Even if you already have disability insurance through your employer, it may not be enough. Plus, if you change jobs, your employer-sponsored disability insurance will most likely end with your employment.
Critical Illness Insurance
Critical illness insurance offers income replacement if you were to ever get diagnosed with a critical illness and were to see a permanent loss or reduction in income. If you were to become ill with an illness covered by your HollisWealth policy and survive the waiting period you would receive a lump sum cash payment. This could help you or your family pay outstanding debts, private nursing costs, or child care.
Long Term Care Insurance
Unfortunately, there sometimes come a time in someones life where they can’t perform the basic necessities of day to day life. It then becomes the responsibility of your spouse or loved ones to take care of you if you can’t afford long-term care. This policy covers an array of costly expenses like medical equipment costs, private nursing costs, reduction of income, or even child care. This allows you to have more control of your care by being able to choose from in-home care or facility care.
THE OFFICE BLOG
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Why is Insurance so Important?
We help you grow your wealth so that you are able to meet your financial goals. However, how are you supposed to meet your financial goals if something unexpected happens and causes you to have to dip into your savings. We offer a wide range of insurance products that help you protect your wealth from[…]
Why Take Advantage of a TFSA?
A Tax Free Savings Account(TFSA) is a flexible registered general-purpose savings plan that allows Canadian residents to earn tax free investment income. In 2015 the tax-free contribution limit was raised from $5500 to $10,000 by the Conservative government. Although with the change in government, it has been announced that starting January 1, 2016 that the[…]
Why should you start an RESP?
A Registered Education Savings Plan(RESP) is a government registered savings plan that helps you save for a child’s post secondary education. Limitations: There is no limitation on the number of contributors to a single plan or beneficiary. Although the limitation as to how much you can contribute to a beneficiaries plan tax-free over a lifetime[…]