Exceptional Financial Solutions
At Action Financial Group in St. Thomas, ON, our recommendations are based on the research and analysis given by the HollisWealth product research team. Suppliers, such as Mutual Fund companies and ETF companies, also provide us with useful data.
Additionally, we supplement these forms of information and research with knowledge from other sources. Because we have these resources, you can rest assured knowing that all of our advice are grounded on objective information.
Exchange Traded Funds
- Comprehensive Financial Planning
- Tax Advice
- Retirement Planning
- Retirement Income Projections
- Free Second Opinion
- Tax Preparation for Our Clients*
- Open (Non-Registered) – CND and US
- Tax-Free Savings Accounts (TFSA) – CND and US
- Registered Retirement Savings Accounts (RRSP)
- Registered Retirement Income Funds (RRIF)
- Registered Educations Savings Accounts (RESP)
- Registered Disability Savings Plan (RDSP)
- Locked-In Registered Retirement Savings Plan (LIRA)
- Locked-In Registered Retirement Income Funds (LIF)
Asset Placement and Allocation
We monitor your account and give advice concerning asset placement and allocation. With proper asset placement, you can shelter less tax-efficient investments that gain interest. You can also use more tax-effective investments that earn dividends and capital gains in your open accounts.
On the other hand, asset allocation offers investment diversification across geographic regions and asset classes such as equities vs. fixed income. The result is the best risk-adjusted returns possible for your personal objectives and risk tolerance.
Income Tax Management
Our team also keeps track of your situation regarding income tax management. This can help you avoid triggering unnecessary capital gains, preserve your OAS and other government credits and benefits, and use your tax brackets to your advantage.
What Sets Our Services Apart
Meeting High Standards
HollisWealth’s legal and compliance department tracks the activities of all advisors, ensuring that we have the proper credentials and licenses. They also make sure that we do not represent ourselves as something we are not.
They conduct regular audits of advisors to make sure that all regulations are being followed. This also ensures that we give recommendations and hold transactions that are suitable for each client.
The administration team sets up and maintains your accounts. They also send regular statements and confirmations in compliance with what is required by the provincial regulators.
Adhering to the Current Industry’s Best Practices
We pursue regular education so that we can provide you with dependable advice. Our advice is based on the latest investment, tax, and estate planning facts and philosophies.
Furthermore, we pay licensing fees as well as Errors and Omissions insurance fees each year as a condition of doing business. When you deal with us, you are working with an honest, lawful firm that cares about you and your financial situation.
On the other hand, CERTIFIED FINANCIAL PLANNER® professional and Investment/Insurance Advisor Karin Barrie endeavors to complete a minimum of 30 hours of continuing education each year. She also fulfills education requirements as an investment advisor and insurance representative.
This workplace includes: