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., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
This is not an official website or publication of HollisWealth and the information and opinions contained herein do not necessarily reflect the opinion of HollisWealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by Industrial Alliance Securities Inc., its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
Insurance products provided through Hollis Insurance.
HollisWealth does not provide any income tax preparation service and does not supervise or review any income tax returns.

Additional Disclaimer

*Insurance products provided through Hollis Insurance. Only those services offered through HollisWealth, a division of Industrial Alliance Securities Inc. are covered by the Canadian Investor Protection Fund.