February 2019
Define.Plan.Achieve
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Wishing you and your loved ones a
Happy Valentines Day!
The Business of Valentine's Day

According to popular culture, "Love Makes the World Go Around". According to financial reports, Valentine's Day is also big business.
In this 2017 study by ABC News, it was determined that Americans would spend over $18 billion on gifts for the February observance.
Interestingly, this staggering number does not include any statistics from the hospitality industry for money spent on dinners out, romantic weekends away or holidays.
This 1 minute video examines the breakdown of gift spending:

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Tax Season is Upon Us
March 1st, 2019:

is the RRSP deadline for 2018 contributions.
For your convenience, funds can be submitted electronically or by cheque. 
To find your 2018 contribution limit, check your last notice of assessment or contact Canada Revenue TIPS:

1-800-267-6999
Be sure to have the appropriate authentication information on hand when you call.
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New Tax Free Savings Account limit for 2019:

Good news from Canada Revenue Agency!
For 2019, the new yearly limit for deposit to a TFSA has been increased from $5,500 to $6,000.
 To find your 2018 contribution room, contact Canada Revenue TIPS:

1-800-267-6999
Be sure to have the appropriate authentication information on hand when you call.
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February's Deeper Dive
Current market conditions may have some investors feeling anxious.
This month, instead of providing insight from an industry leader, we'd like you to examine your feelings on investing in uncertain times.
This 10 question survey helps to determine your feelings on volatility:


If you score 7 or lower, please contact the office to set up a phone call with Greg.

If you score 5 or lower, please contact the office to set up a meeting to discuss your concerns:

1-855-619-3684 x3
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Helping you grow, protect and leave a legacy

This information has been prepared by Greg Frost who is an Investment Advisor for HollisWealth® and 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 Inc.