The Hollis Wealth News Blog

Get the latest on finance news and industry insider information from your trusted HollisWealth advisors in Welland, Niagara.


How do I know if I’m ready to retire?

How do I know if I’m ready to retire?

Posted in News

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.

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Parenting During a Crisis and Helping Kids Cope and Thrive

Parenting During a Crisis and Helping Kids Cope and Thrive

Posted in News

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.

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Is my retirement plan on track?

Is my retirement plan on track?

Posted in News

Your relationship with your financial planning professional is such an important one. Are you overdue for your financial health check-up?

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How do I know if I'll have the income I want in retirement?

How do I know if I'll have the income I want in retirement?

Posted in News, Financial Planning, Retirement Planning

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.

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Maintaining High Performance and Optimal Health in Times of High Stress

Maintaining High Performance and Optimal Health in Times of High Stress

Posted in News

Practical, actionable insights based on hard science that high performers make use of to optimize their energy, focus and well-being.

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Optimal Resiliency in Times of Uncertainty

Optimal Resiliency in Times of Uncertainty

Posted in News

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.

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Long-term Tax Planning in a Time of Crisis

Long-term Tax Planning in a Time of Crisis

Posted in News

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.

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How can I better understand my estate and protect my loved ones?

How can I better understand my estate and protect my loved ones?

Posted in News, Estate Planning

Questions and concerns surrounding Estate planning have definitely been topic of conversation as of late.

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Cash Flow Strategies and Government Incentives in the Time of COVID-19

Cash Flow Strategies and Government Incentives in the Time of COVID-19

Posted in News

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.

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Should I take my CPP at 60?

Should I take my CPP at 60?

Posted in News, Retirement Planning

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.

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Testimonials from the Hollis Wealth Financial Management Team, Welland

From the HollisWealth Welland Team

  • We work with our clients to develop a comprehensive perspective on their financial situation and work to help them achieve their goals. Our client's success is our success.
    Sheila Smith
    Licensed Assistant