at 1320 Cornwall Road, Unit #203, Oakville, L6J7W5 Canada
The page was created to continue to educate clients, empower all investors & provide insight to investors to ensure they get the most from their experts.
The financial world is complex on its own. Too often people sit in front of their advisors and feel overwhelmed with the information that is thrown at them. They leave a meeting with their financial experts and are already second guessing the decision they just made. They feel that financial decisions and gambling have similar odds. This leads to consumers losing track of who’s on their team and who’s out to get them. These are symptoms of a term that our office has coined called the “Disappearing Wealth Syndrome”. The 5 giants that make your wealth disappear are: 1) Unnecessary taxes. 2) Unmanaged risk. 3) Unjustified fees. 4) Unrealized value. 5) Unfocused vision. By working with a team of experts to provide independent advice, I take pride in integrating different aspects of financial planning (investment, tax, retirement and estate) to create tailored plans for my clients. I believe in empowering my clients to be informed in their decision-making, and to be in control of their assets. Book a complementary portfolio review by calling or emailing me. Portfolio review would include: • Investment Analysis- an in-depth look into how much risk you have in your portfolio. • Tax plan- Share strategies on how make sure that you are not paying anything unnecessary in taxes. • Retirement Projection Plan- determine required net worth and ROR, define retirement savings plan, and taxes on registered assets. *HollisWealth is trade name and a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. *Mangrove Wealth Group Inc, is a personal trade name of Jad Chehlawi.
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