Even if you already have disability insurance through your employer, it may not be enough. With workers compensation only covering on the job injuries, disability insurance becomes imperative for protecting your families wealth. Without an effective insurance strategy, your families living standard is at risk.ĭisability insurance is designed to provide income replacement in the event that you were to become disabled. Life Insurance can ensure your loved ones are able to pay off outstanding debts like mortgages, car loans, and lines of credit. 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. 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. 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. 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.Ī post secondary education is one of the most life changing gifts you can give to a loved one. Unfortunately, every year too many families are being torn apart because their late loved one didn’t believe in estate planning. Ensure the legacy you want to leave for your loved ones is secure by minimizing the expenses for your estate. By having a sound estate plan you can maximize the value of your estate as well as minimizing the administrative burden on your executor. Our team of advisors will work with you to create a comprehensive estate plan that reflects your final wishes. Our expert team takes pride in helping our clients meet their financial goals by growing their wealth. We make sure that your assets are secure with a structured investment portfolio. That’s why our team of advisors are here to clarify issues and identify market trends. 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. Our team of financial advisors will work with you to create a balanced portfolio of investments based on your time horizon and risk tolerance. 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. We help walk you through those tough questions when it comes to 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. Our team of certified financial advisors can give you the peace of mind you need when planning for retirement. Planning for your retirement is no simple task. Our advisors are dedicated in providing expert financial advice so that you are able to achieve your financial goals and freedoms. Our team uses asset allocation to develop a portfolio of investments that reflect our clients time horizon and risk tolerance.These investments need to be sound, diversified, have liquidity, and a proven track record of good management to make it into our client's portfolios. We have a wide range of products and services available like Mutual Funds Insurance Tax Free Savings Accounts GIC's Registered Retirement Savings Plans Annuities Pensions and Estate Planning. We take pride in taking care of your finances and making sure you feel like part of the family while we're helping you achieve your financial goals. Although HollisWealth is a large corporation, this small branch seems to keep a close family-like atmosphere. The group made up of 4 Financial Advisors and 2 Administrative Assistants all share the same philosophy Bill Robinson started back in 1985. Now the firm is run by a group of 6 individuals with over 75 years of combined experience in the financial industry. It all started when Bill Robinson started the firm with the simple philosophy of serving his clients by helping them achieve their financial goals. ![]() Our office has been operating in the heart of downtown St.Catharines at 8 Ontario Street since 1985.
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