March 2020
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Your Unique Financial Strategy

When creating a strategy for long-term financial success, there are many different factors that must always be considered. One of the most talked about factors - but often the least important over the long term - is the concept of market volatility.

During times of economic expansion investment prices tend to rise over a period of several years followed by a brief period of time when investment prices retreat.

So when examining investment market fluctuations, it is important to remember the...

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How Is Your Financial Parachute?

Most of us take for granted that we will be able to get out of bed every morning and go to work to earn a living. We base all of our financial plans on this seemingly obvious concept.

Our most valuable asset is the ability to earn an income. Unfortunately, it is also one of the most vulnerable and most of the undesirable things that can affect it are beyond our control.

You have life insurance, a medical and dental plan, and full coverage on your house, cottage and vehicles. But have you secured your most valuable asset against the greatest risk? The threat of a disability is greater than the other risks you routinely cover. Look at the...

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Inheritance Doesn’t Have to Wait

The Baby Boomers are making history as the largest retirement migration ever seen. However, it’s their parents who hold the most massive accumulation of wealth which is now being transfered to future generations. Estimated to be well in excess of a trillion dollars, the traditional rules of inheritance are changing.

More than half of Baby Boomers are expecting to share in this great wealth transfer, either through inheritance or while their parents are still alive. They, in turn, will need to consider whether they will hold on to it and pass it at their death, or give it to their kids while they are alive.

It is critical to determine, first, that you ...

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Try not to become a person of success, but rather try to become a person of value.
Albert Einstein

This newsletter was prepared by AdvisorNet for the benefit of Joe Crawshaw who is a registered representative of HollisWealth® (a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada). This newsletter is not a publication of HollisWealth and the views and opinions, including any recommendations, expressed in this newsletter are those of Joe Crawshaw and not those of HollisWealth. ® Registered trademark of Industrial Alliance Securities Inc., used under licence.

HollisWealth, a division of Industrial Alliance Securities Inc.
202B - 2276 South Island Highway - Campbell River, BC V9W 1C3
Ph: (250) 923-5100