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Blog

  • Understanding What A Professional Can Do

    An investment advisor is someone who will assist you on your path to financial discovery by listening to your unique situation, asking questions, and building a financial road map to keep you on track...

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  • Take Control of Your Financial Future

    At RetireSURE, Bart creates a road map to closely predict what your end destination will look like given that your circumstances remain the same today...

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  • Retirement Mistakes: Not Understanding the Most Powerful Investment Ever

    There are four ways to use your money; save, spend, invest, and donate. The two most well-known ways to use your money are spending and saving...

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  • Simple Ways to Take Your Money Further

    There are worries that pre-retirees experience and are constantly reminded of through marketing mediums such as radio and newspaper regarding their retirement and the risks associated with it...

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News

  • 2020Market Snapshot - December 2020

    Stocks around the globe were in rally mode during November with major equity indices posting their strongest monthly advances since April...

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  • 2016The Top 5 Personal Investing and Planning Mistakes

    We believe that most professionals and business owners are missing out on opportunities to enjoy life and get the most from their money while exposing their wealth and investments to unnecessary risks...

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  • 2016Market Snapshot - August 2016

    It has been nearly seven weeks since the U.K.’s June 23rd referendum, or Brexit, vote. The shocking result, in which Brits elected to leave the European Union, roiled global financial markets...

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  • 2016Market Snapshot - July 2016

    Stop – we know what you’re thinking. When you hear the term “helicopter money” for the first time, it likely brings about the vision of a military chopper flying over your town with Stephen Poloz and Janet Yellen hanging out of the sides, dumping bags and bags of freshly printed bills over a frenzied crowd...

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  • 2016Market Snapshot - June 2016

    We are almost half way through 2016, and for June’s Monthly, we thought it would be worthwhile to revisit some of the key themes brought up by the presenters at our annual Year Ahead Conference to see how things are progressing...

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  • 2016Market Snapshot - February 2016

    Every January, HollisWealth advisors from across Canada convene to attend the Private Client Research group’s Year Ahead Investment Conference. This event, which has been running for ten years, showcases expert insights from some of the brightest minds in the investment business...

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  • 2015Economic Monitor - November 2015

    In recent weeks, through speeches, testimony and the minutes of the last meeting, Federal Reserve officials have made it abundantly clear that the FOMC (the Federal Open Market Committee) is considering raising the FF-rate on December 16...

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  • 2015Economic Monitor - September 2015

    Market volatility increased dramatically in the latter half of August on the back of rising concerns over economic and financial conditions in China. These concerns have seen the Shanghai Composite tumble 37% from its recent highs...

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  • 2015Market Snapshot - May 2015

    Tax season has come and gone, and while many advisors are not involved directly in the preparation of client tax statements, advisors are in a position to have a significant influence over client tax circumstances...

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  • 2014Spring 2014 Wealth Builder Newsletter

    What to do when an investment declines in price. ”One of my investments is down. Should I sell or buy more?” This is definitely one of the age-old financial questions. And, as is the case with so many of these dilemmas, there is no definitive right or wrong answer...

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  • 2014Winter 2014 Wealth Builder Newsletter

    If building your savings is top of mind for 2014, remember that the New Year also starts with a clean slate for anyone able to contribute to a registered savings plan, such as an RRSP or TFSA...

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Resources

  • The Top 5 Personal Investing and Planning Mistakes Successful Professionals and Business Owners Must Avoid

    We believe that most professionals and business owners are missing out on opportunities to enjoy life and get the most from their money while exposing their wealth and investments to unnecessary risks...

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