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2018 Entrepreneur of the Year Nomination

Dean has been nominated for the 2018 Entrepreneur of the Year from the Sarnia-Lambton Chamber of Commerce.  The Outstanding Business Achievement Awards take place on October.12th, 2018 at 6pm at the historic Imperial Theatre in downtown Sarnia! Tickets can be purchases for  the annual event at: Imperial Theatre Box Office    

By | September 7th, 2018|Dean's Blog|0 Comments

2017 RRSP Contribution Deadline

The RRSP contribution deadline for the 2017 year is March.1st, 2018! If you would like to make a contribution to your RRSP or open a new account, please contact our offices.  If you are unsure if you should make a contribution, we can assist you in calculating the most efficient amount. Sarnia - 519-542-1191 Petrolia [...]

By | January 3rd, 2018|Dean's Blog|0 Comments

Chatham Office is Moving, Upstairs!

Just a friendly note to let you know that effective November.13th, 2017, the Chatham HollisWealth office is moving (upstairs - to Suite 205 - in the same building).  Our contact information will not change. The most convenient oarking, entry point & elevator is located at the EAST side of the building (at Richmond & Currie [...]

By | November 8th, 2017|Dean's Blog|0 Comments

Industrial Alliance (IA) Transition

HollisWealth is being acquired by iA Financial Group. Recently a notice went out to clients notifying them about the sale of HollisWealth to iA Financial. iA Financial (Industrial Alliance) is one of the largest independent financial and investment planning firms in Canada, with over 125 years experience helping Canadian families with their investments, insurance and [...]

By | June 16th, 2017|Dean's Blog|0 Comments

Special Rate!

Now’s the perfect time to grow your RRSP –TFSA savings with a special offer from Manulife Bank. Grow your savings Earn 2.50% interest until April 30, 2017 on every new dollar you deposit to a Manulife Bank Tax-Free Advantage Account (TFSA) or Registered Advantage Account (RRSP) by March 15, 2017.1 Save for your long or [...]

By | December 6th, 2016|Dean's Blog|0 Comments