The Hollis Wealth News Blog

Displaying posts in News

Important Information For Clients Regarding COVID-19 (Updated)

Important Information For Clients Regarding COVID-19 (Updated)

Posted in News

We are committed to focusing on preventive measures that we believe will help minimize the spread of the coronavirus (COVID-19) and protect the most vulnerable members of our community.

Read more

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.

Read more

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.

Read more

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?

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

Page 1 of 2
Testimonials from the Hollis Wealth Financial Management Team, Welland

From the HollisWealth Welland Team

  • Providing a framework to make financial decisions and develop customized solutions. We are here to support our clients so they can make financial decisions confidently today and in the future.
    Veronica Shelvock
    Associate Investment Advisor