Other Financial Services

I can provide a number of valuable financial services:

• Registered Retirement Savings Plans (RRSPs): Prepare for your retirement with these tax-sheltered savings plans.
• Registered Education Savings Plans (RESPs): Save for the education child or grandchild in these registered plans.
• Registered Retirement Income Funds (RRIFs): Provide an income to provide for your retirement.
• Estate Planning: Assistance in the preparation of a power of attorney and the creation of a will.
• Tax Preparation*: Assistance to the taxpayer in filing a return during tax season, and suggestions for tax savings all year long. Income tax preparation services not provided through HollisWealth.

Are you aware of all the financial options that you have available to you? I can conduct a detailed analysis of your current situation and help you choose from the alternatives available.

* HollisWealth does not provide income tax preparation services nor does it supervise or review other persons who may provide such services.

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