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HollisWealth is becoming iA Private Wealth
We are excited to announce that we have a new company name, iA Private Wealth. This new name is designed to better reflect the essence of what our advisors do – provide holistic wealth management solutions tailored to your unique needs and goals.
Important Information For Clients Regarding COVID-19 (Updated)
We are committed to focusing on preventive measures that we believe will help minimize the spread of the coronavirus (COVID-19) and protect the most vulnerable members of our community.
How do I know if I’m ready to retire?
How do you know if you are ready to call it quits, pack in the career, become the CEO of your own retirement? There are two key considerations you will need to have an understanding of to ensure you are ready.
Parenting During a Crisis and Helping Kids Cope and Thrive
Are you a parent, grandparent or caregiver navigating the COVID-19 crisis with kids at home? Dr. Shimi Kang, a Harvard-trained physician, bestselling author and global social entrepreneur provides practical guidance on stress management and proven parenting strategies that can help your family successfully navigate these unprecedented circumstances.
Is my retirement plan on track?
Your relationship with your financial planning professional is such an important one. Are you overdue for your financial health check-up?
How do I know if I'll have the income I want in retirement?
If you want to ensure you have enough income in retirement, you have plan ahead. A financial planning professional can walk you through a process to identify your sources of income and how they'll be incorporated in your overall financial picture.
Maintaining High Performance and Optimal Health in Times of High Stress
Practical, actionable insights based on hard science that high performers make use of to optimize their energy, focus and well-being.
Optimal Resiliency in Times of Uncertainty
Research-driven guidance on how to enhance personal resilience and more effectively navigate the adversity brought on by the COVID-19 crisis. Presented by Dr. Robyne Hanley Dafoe, expert on resiliency and workplace wellness.
Long-term Tax Planning in a Time of Crisis
The COVID-19 pandemic has caused significant disruption for many businesses, but as is often the case, with crisis comes opportunity. For business owners, the economic downturn has created opportunities to dramatically lower short- and long-term tax liabilities.
How can I better understand my estate and protect my loved ones?
Questions and concerns surrounding Estate planning have definitely been topic of conversation as of late.
Cash Flow Strategies and Government Incentives in the Time of COVID-19
As the COVID-19 crisis continues to disrupt our economy in far-reaching and unprecedented ways, business owners may or may not be immediately impacted by the restrictions the government has imposed on businesses, but this crisis has likely been disruptive in some way, whether from a revenue, staffing or cash flow perspective.
Should I take my CPP at 60?
Generally, the idea of taking your CPP at 60 is a bad one. At one time the popular belief was to take your CPP as soon as you qualified, at age 60, but with changes in CPP a few years ago, it no longer makes sense to do this.
Using E-Signature
We are pleased to introduce electronic signature capability on our account update documents.
How much will I get from CPP?
Your financial planning professional can use the information on your CPP Statement of Contributions combined with other assumptions to calculate a more accurate estimate of the income you can expect to receive in retirement.
Office Update - April 13, 2020
It is important that we remain connected, even as we practice social distancing. That’s why you’ll be hearing regularly from my team and I while this volatility continues.
Keeping a Positive Outlook
As difficult as it is to stay optimistic and focused on the long term, that’s exactly what investors need most at times like this. Some data-driven perspective on why it makes good sense to keep a positive outlook...
Head Fake Rally?
Cash on the side lines? Don’t jump in with two feet, you may feel like a hero doing this but given the uncertainty and plethora of bad news ahead this isn’t a smart move. If you get in at the bottom it’s luck, not skill. Walk it in, take you time over the coming weeks and months.
Important Information For Clients Regarding COVID-19 Virus
We are committed to focusing on preventive measures that we believe will help minimize the spread of the coronavirus (COVID-19) and protect the most vulnerable members of our community.
From the iA Private Wealth Team
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We know how important customer service is to our clients. You want to know that someone will pick up the phone when you call. Interacting with our clients is the most enjoyable part of my day!