Retirement Planning in St. Thomas, ON

At HollisWealth | Action Financial Group, we are committed to helping you plan for your future. Our team will find the perfect retirement planning options for you.

Achieving Your Goals

It’s important to have an experienced financial group working with you to help you make informed decisions about your future. A financial advisor can help you set priorities early so you can take steps to make your dreams a reality. This may involve allocating and diversifying investments, creating a detailed investment plan, and using a retirement calculator. Our wealth of client resources can help you take these steps and more.

Types of Retirement Plans

At HollisWealth | Action Financial Group, we offer a variety of retirement planning options that can be tailored to any individual. Our team can help you decide which of the following options will best help you meet your goals: 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) and Locked-In Registered Retirement Income Funds (LIF).

Avoiding Mistakes

You can’t afford to make mistakes with estimating your future needs. Overestimating the income you’ll need to maintain your current lifestyle could make a comfortable retirement seem unattainable while underestimating increases in costs like healthcare could cause a serious shortfall. A retirement plan needs to be updated as situations evolve. Income and expense changes, as well as market shifts, can have a significant impact on retirement planning, necessitating strategy shifts to keep goals in sight.

Having an experienced financial group assisting you is crucial to ensure a secure and comfortable future. There are many different options, but we will find the best one for you. Contact us to speak with a financial advisor to get personalized retirement planning assistance.

Get in touch with us today at 519-631-4724 to learn more about our team and to schedule an appointment.

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 www.holliswealth.com. Action Financial Group is a personal trade name of Karin Rimnyak.