It’s still summer but many students are getting ready to head off to School. Some to preschool and others to university / college in the fall. You may be thinking of what they'll need to bring and some may still be trying to figure out how to pay for it. See below for a few tips on how to save if you're just starting this long road, as well as a few tips to help prepare for packing for the move away to school.
Read MoreMany people enjoy taking time off during the summer and hopefully it is while we are having nice sunny days!
In the case that you do experience a rainy day it may be a good time to do some homework on your estate plan.
Read MoreThe kids are done school, and the craziness of summer begins!!
This also means that our Summer Hours are in effect, so we can all enjoy some time with our families.
Our Summer hours for the months of July and August are:
Read More10 Ways to Let It All Hang Out
Summer’s here and it’s the time of year when you’re being called to enjoy the warmth and fun of the season. As a child, you may have waited all year for school to let out just so that you could swim in the lake with your friends, have outdoor parties……..
Read MoreFrequently we are asked... Should I go Paperless?..... How can I eliminate all the paper that comes to my house?
We can help you set up online statements from HollisWealth. (See Below for a Step by Step Tutorial)
We've done some reasearch and here are 3 benefits of going paperless.
1) Help the Environment: Making paper uses a lot of water, a lot of trees and a lot of chemicals. The process also releases some nasty compounds into our air and rivers, including cancer-
Read MorePlease follow the step by step Tutorial snap shots below to REGISTER FOR ONLINE ACCESS!
We are here to help, and we want to make this process easy for you. Your accounts are view-able online and we want to make sure you can easily access them, and LINK them together if needed. ( For the Linking Option, please continue to the bottom)
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Read MoreYour body naturally craves light, refreshing foods like fresh ….
Read MoreSome people just ooze happiness: They always seem to be smiling and having fun, and let negative emotions and experiences roll off their backs. But if you think there's no way you could possibly ever be that way, you're wrong. Science proves
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Read MoreA successful four-step formula - reprinted from Fidelity Investments
Over the last decade, Canada has become addicted to debt. According to a March 2004 report issued by Statistics Canada, for every $100 in disposable income, Canadian households owed an average of $102.90 in debt including consumer credit and mortgages. Obviously, owing more than your income is rarely a good way to achieve financial independence. So if you find yourself having difficulty staying ahead of your bills, take heart. There are ways to reduce your debt and take back control of your finances. Here are four simple steps to help get you started.
Wealth means nothing if you don’t have your health, here are some tips for keeping your eating clean.
Buying organic food can be an expensive endeavor. Watch your wallet and eat healthy with these budget friendly tips in mind.
1) Know ‘The Dirty Dozen’ and ‘Clean 15’ (See Below). It isn’t necessary to purchase every single item organic, prioritize your spending on foods you care most about and foods that come highly recommended for buying organic because they have......
Read MoreThis time of year we always receive a lot of calls, for missing tax slips, or for those who want to receive their slip early to file their taxes early...............We want to help simplify this process for you.
...........My Account is an easy option to help you! It will allow you to track your refund, view or change your return, check your benefit and credit payments, view your RRSP limit, as well as your TFSA Contribution limit. You can set up direct deposit, receive online mail, and so much more
Read MoreIn order to keep you up to date on the proposed changes in the Federal Budget you may want to click on this document to see how they may affect you.
Read More2018 marks my 10th year as a Certified Financial Planner. Although I’ve been in this business for 21 years now, 10 years ago I decided to go the added mile for my clients and myself and take the education to become a certified specialist in financial planning.
Read MoreA comment on current market volatility from Fidelity’s Jurrien Timmer Director of Global Macro for Fidelity Management & Research Company
“Whether last week's correction ended on Friday or continues for days or weeks to come is of course unknowable. My guess is that the market chops around for a while, perhaps several months, as typically happens after the economy reaches a momentum peak. For the typical investor, it's worth remembering that part of the value
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