FINANCIAL ADVISORY TEAM SERVING SOUTHWESTERN ONTARIO
OFFERING A WIDE RANGE OF INVESTMENT PRODUCTS AND SERVICES
Active. Proactive. Reactive
Don’t make mistakes with your financial security. HollisWealth® | Action Financial Group offers a wealth of services, including professional advice and assistance with financial planning and investment management.
First, we will take the time to get to know you and your situation. Then, we will assist you in creating a suitable financial plan and road map. We will create a strategy based on your specific goals, needs, and financial capacity.
As a team, we will help you accumulate, increase, protect, and utilize your assets. Whether you want to invest or simply need to manage your finances efficiently, we have you covered.
We will work as a team to help you accumulate, enhance, protect, and utilize every asset. Whether you have investment or financial management goals, a financial advisor with HollisWealth® | Action Financial Group can assist you.
Our Services
We want to position you for a better financial future, both in the short-term and the long-term. Our team takes the time to get to know your unique situation so we can create a detailed financial plan to match your needs, budget, and goals. The following are some of our most popular services.
Financial Planning
Our team has the expertise to help you manage most any financial situation. Get solid advice to ensure that you make the best decisions for your future.
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Tax Preparation
File your taxes with ease with help from our team. We handle all the paperwork to ensure a smooth process, and we offer comprehensive advice to save you money on taxes.
Asset Allocation
We suggest the strategies that will achieve your investment goals and the right amount of risk for you. We can help you diversify across geographic regions and asset classes, helping you make the smartest investments.
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Retirement Planning
We will work as a team to help you accumulate, enhance, protect, and utilize every asset. Whether you have investment or financial management goals, a financial advisor with HollisWealth® | Action Financial Group can assist you.
WHY CHOOSE US
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Personalized Approach
We are a registered firm that offers a family-like atmosphere that makes our clients comfortable. When you work with us, expect a relationship wherein we take a personal interest in you.
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Experienced and Knowledgeable
We pride ourselves on having the knowledge to use each of our products properly. Moreover, we stay on top of the most up-to-date, correct information so we can give you the best advice possible.
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Free Consultations
Let us help you start on the right path toward financial stability. Because we believe that sound financial advice should be accessible to all, you can consult one of our advisors at no charge.
RESOURCES
Our team provides a list of calculators, checklists, worksheets, and organizers that you can use for easier financial management. We have also compiled templates for different kinds of budgets, letters, and estate planning for your perusal.
READY TO SERVE YOU
Drop by our office and speak with our advisors personally. We serve clients in Southwestern Ontario. Our firm is open from Mondays through Fridays, but we take appointments on weekends.
PART OF A LEADING FINANCIAL ADVISOR NETWORK
HollisWealth® is an independent division of iA Securities and a renowned giant in the financial industry.
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.