Client Resources

At Hollis Wealth|Action Financial Group in St. Thomas, ON, we want all of our clients to have an easier time organizing and managing their finances. For this reason, we have compiled various links that can help with your financial plans and investments.

If you wish to calculate your loan amount, enter your desired payment and its frequency. If you want to calculate your loan payment, enter in the loan amount.

Even a tiny difference in the interest that you are being paid on your savings can add up over time. Use this calculator and find out how different savings rates can affect your savings strategy.

Use this calculator if you want to develop or adjust your education savings plan.

Use this calculator so you can establish your monthly payment and amortization schedule.

This calculator helps you work out your net worth. It can also estimate how your net worth could grow or shrink in the next 10 years.

This learning Centre from CI Investments Inc. is a general source of information.

Use this calculator to learn how much interest you can save when you refinance your mortgage.

Check if your retirement plan is on track and learn how you can keep it there.

An RRSP loan can be a great way to jump-start your retirement savings. Use this calculator to find out how an RRSP loan could benefit your retirement savings plan.

Find out how making consistent investments over a number of years can be an effective strategy to accumulate wealth.

This calculator can help you calculate various payment options from your Registered Retirement Income Fund (RRIF).

Clicking on the above links will take you to unaffiliated and independent third-party websites where you can use calculators provided by such third parties (and not HollisWealth®). HollisWealth neither endorses or approves nor is liable in any way for such third-party websites and calculators.

If you need additional information and resources, contact us today at 519-631-4724.

HollisWealth® is a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates. Insurance products are provided by Hollis Insurance Inc. HollisWealth and the iA Securities do not provide income tax preparation services nor do they supervise or review other persons who may provide such services. The opinions expressed are those of the advisor alone and does not necessarily reflect the opinion of iA Securities. The information contained in this document come from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any the securities mentioned. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where she is registered. For more information about HollisWealth®, please consult the official website at Action Financial Group is a personal trade name of Karin Rimnyak.