Why Choose Laura
A Comprehensive Financial Plan
As your CFP®, Laura helps you meet your goals with a personalized financial plan that:
- Minimizes your taxes.
- Maximizes your investment returns.
- Manages risk.
- Ensures you won’t outlive your retirement savings.
- Manages your estate.
- Helps to ensure that your family is cared for financially, if you become seriously ill or pass away earlier than expected.
Evaluate and enhance your investment performance
Laura can assess your current investments and analyse their performance. If she recognizes areas of shortfall, she will recommend changes. Her investment portfolios utilize the best money managers in the Canadian market place. They are designed to achieve superior returns while minimizing risk.
Independent advice and highest quality financial products and services
HollisWealth is one of the largest networks of independent investment advisors in Canada, with access to a superior range of products and services. This allows us to act exclusively in a client’s best interest and recommend products to meet specific needs.
Teamwork: specialization and collaboration
As a CERTIFIED FINANCIAL PLANNER®Laura offers a distinct skill set. To bring added expertise and perspective, she has a network of estate planning lawyers, private bankers, mortgage brokers and accountants that can offer added expertise for her clients.
Portfolios are compared against suitable benchmarks to ensure that performance and risk profiles are maintained. Portfolio assets are monitored regularly to make sure they stay on track.
Protection through CIPF and CDIC
Investments at HollisWealth Inc. are protected through the Canadian Investor Protection Fund. Canadian term deposits are securely backed by the CDIC. The knowledge that your money is safe will give you valuable peace of mind.
As an independent investment advisor Laura knows her good reputation is key to her success. Integrity in dealing with her clients is a top priority.
Excellent customer services
She endeavours to always be available to take calls and respond to your concerns promptly.
Laura loves her job: People and numbers have always been her biggest passions. She gets much personal satisfaction from creating peace, security and greater opportunity in her clients’ lives.
To learn more about creating a solid financial plan contact Laura at 604-385-1164 or firstname.lastname@example.org.