AS A VALUED CLIENT YOU ARE ENTITLED TO OUR OTHER SERVICES WHICH INCLUDE:
$ LIFE INSURANCE *
$ FINANCIAL PLANNING & CONSULTATIONS
$ ACCOUNTING
$ SEVERANCE PACKAGE REVIEW
*Insurance products provided through HollisWealth Insurance Agency Ltd.
JOE D'AURIZIO CMA, CFP® As a CERTIFIED FINANCIAL PLANNER® with HollisWealth Advisory Services Inc. I will:
- Review your investment Portfolio Mix - Provide you with Detailed Financial Plan - Answer your investment questions including:
RRIFS, SEVERANCE PACKAGES AND WHERE TO INVEST YOUR MONEY
HollisWealth Advisory Services Inc. 107-1056 Wilson Ave Downsview, On M3k 1G6
Rita Guerrisi Licensed Assistant HollisWealth Advisory Services Inc.
DISCLAIMER
HollisWealth is a trade name of HollisWealth Advisory Services Inc. and HollisWealth Insurance Agency Ltd. Mutual Fund products provided by HollisWealth are provided through HollisWealth Advisory Services Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. ™ Trademark of The Bank of Nova Scotia, used under licence.
Taxmisers is an independent company unrelated to HollisWealth, HollisWealth Advisory Services Inc., and HollisWealth Insurance Agency Ltd. Scotiabank companies have no liability for Taxmisers.
HollisWealth Advisory Services Inc. does not provide income tax preparation services nor does it supervise or review other persons who may provide such services.
™ Trademark of The Bank of Nova Scotia, used under license .