Investments

Investments

Laura is a CFP®, professional, a fully- licensed investment advisor (through Scotial Capital Inc.) and a licensed insurance agent (through HollisWealth Insurance Agency Ltd. ™)

To fulfill the personal financial plans that she develops for her clients:

Laura offers the following products and services:

FINANCIAL SERVICES

  • Tax Planning
  • Estate Planning
  • Retirement Planning
  • Cash Flow Planning
  • Investment Review and Recommendations
  •  Risk management Assessment

FINANCIAL PRODUCTS:

INVESTMENTS

  • Registered Retirement savings Plans (RRSPs)
  • Registered Retirement Income Funds (RRIFs)
  • Registered Education Savings Plans (RESPs)
  •  Non- Registered Accounts

For each investment account, we can use any or all of the following:

  • Fee- based accounts
  • Mutual Funds
  • Individual stocks and bonds
  • Hedge Funds*
  • Exchange Traded Funds
  • Principal Protected Notes
  • Initial Public Offerings (IPOs)
  • Closed- end Investment Products
  • Private offerings
  • Margin Accounts
  • GICs, Term Deposits
  • Savings Accounts

* Prospective investors should read the relevant Offering Memorandum, including tax consequences and associated risks. Because there are certain risks associated with these types of securities, you are encouraged to discuss your investment strategy with your personal tax, legal and investment professionals before investing. Unlike mutual funds, hedge funds and other exempt offerings are not subject to the same degree of regulatory oversight as are securities offered by way of a prospectus.

See Laura’s Insurance Products – click here