Our Services

Planning and Advice
  • Cash Flow Planning
  • Debt Management and Mortgages1
  • Tax Planning and Preparation2
  • Investment Management
  • Risk Management
  • Retirement Planning
  • Estate Planning
  • Business succession planning
  • Executor and Trustee Services5
  • Charitable Giving Plans
Types Of Accounts
  • Registered Retirement Savings Plans (RRSP)
  • Registered Retirement Income Funds (RRIF)
  • Tax Free Savings Accounts (TFSA)
  • Registered Education Savings Plan (RESP)
  • Registered Disability Savings Plan (RDSP)
  • Non registered accounts
  • Corporate accounts
  • Individual Pension Plans/RCAs
  • Group Plans – RRSP, TFSA
Risk Management Products
  • Life Insurance
  • Disability insurance
  • Critical Illness
  • Long term care insurance
  • Health and Dental plans
  • Travel insurance
  • Group Benefit Packages
Investment Options
  • Mutual funds3
  • Stocks and Bonds4
  • Guaranteed Income Certificates (GIC/GIA)
  • Segregated Funds
  • Annuities
  • High Yield Savings accounts
  • Socially Responsible mandates
  • Corporate class tax efficient structures
  • Universal Life Policies

1. Mortgages provided by referral only.
2. Tax Preparation provided by referral only to BD Karner Professional Corporation. HollisWealth and the Scotiabank companies do not provide income tax preparation services nor do they supervise or review other persons who may provide such services. ™ Trademark of The Bank of Nova Scotia, used under licence.
3. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
4. Stocks and bonds are offered through HollisWealth, Scotia Capital Inc.
5. Estate and Trust services available by referral from Scotiatrust®