November 2019
Define.Plan.Achieve
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November is Financial Literacy Month
Financial literacy is about the knowledge, skills and confidence you need to make financial decisions that are right for you. It’s never too early or too late to increase your financial understanding, no matter your age or financial situation. Learn how you can take charge of your finances during Financial Literacy Month in November.

IA Wealth Monthly Investment Call
Shared with permission from iA Wealth

On the third Tuesday of every month, the iA Wealth Product & Research Oversight team hosts a conference call featuring some of the most prominent names from the worlds of portfolio management, investment strategy and economics.
On October 15th, James Gauthier from IA Wealth spoke with Eric Bushell of Signature Global Asset Management.

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The Advantages of Using Segregated Funds in Wealth Transfer
Shared with permission from Manulife Investments

Segregated Funds can be an attractively-priced wealth-building solution with potential creditor protection and estate planning advantages.


Want to know the impact of using segregated funds in your estate?

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Do you know your investor personality?
Shared with permission from CI Investments

Investor personality – essentially, how much you can tolerate risk – is critical in determining your asset allocation when establishing your portfolio. But this factor requires ongoing attention because it can change over time.

Selling Real Estate? The CRA is watching
In 2019, the Canada Revenue Agency (CRA) announced results for audits in the real estate sector. According to the report, since 2015, CRA audits within the sector have resulted in over $1 billion in additional gross taxes. 
CI Investments explores the implications.


Reprinted by permission of CI Investments Inc., October 2019
Helping you grow, protect and leave a legacy

This information has been prepared by Greg Frost who is an Investment Advisor for HollisWealth®. The material contained does not necessarily reflect the opinion of HollisWealth. HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. The information contained in this newsletter comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces in which they are registered. HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. For more information about HollisWealth, please consult the official website at www.holliswealth.com . Insurance products provided through Hollis Insurance.