March 2019
Define.Plan.Achieve
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Check Your Mailbox
Tax Documents

HollisWealth mailed out T5008 forms and gain/loss reports directly to clients in separate envelopes at the end of February.
Please do not discard these documents!
You will need the book value from the gain/loss report, along with the T5008 or RI-18 in order to complete your 2018 return.
A history of herding
Republished with permission from Edgepoint Wealth Management:

Whether you’d like to believe it or not, the majority of unadvised investors make avoidable mistakes that significantly impact their portfolios. A good financial advisor, however, will help you modify irrational, emotional behaviours that move most investors to make unsound decisions. A good advisor is also like a therapist, someone who can calm you and prevent you from getting in your own way. 

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The Psychology of Money

Republished with permission from CI Investments

Let me tell you the story of two investors, neither of whom knew each other, but whose paths crossed in an interesting way.
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.