October 2018
Define.Plan.Achieve
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Our journey
August 2018 marked the one year anniversary of HollisWealth's integration into the Industrial Alliance Securities Inc. family.
Like any journey, there have been a few bumps along the way.
Thank you to our valued clients for continuing to suggest improvements and for having patience as we implement those changes.
We have come a long way in a short time, and there are many more improvements upcoming.
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Where we are now
A lot of the changes that have happened this year have been "under the hood" and only visible to HollisWealth staffers.
The first big changes that clients will notice are:
  1. the re-designed HollisWealth website.
  2. the newly re-launched client portal
Please contact us if you need any help in setting up or accessing your account online or want to go paperless.
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The road ahead
The main focus for the coming year is to improve the client experience. Here are some of the changes planned for late 2018/early 2019:
  1. Redesigned account statements- an easier-to-read, simplified statement will be available in the new year.
  2. Improved technologies- improved systems that will simplify and speed up the tedious job of filling out paperwork and signing documents will soon be available.
Many more digital capabilities are in the works.
If you have any further suggestions for improvement-- please share that information with us so that we can ensure that issue gets addressed.
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New at Frost Wealth Management
We have undergone a few changes here at Frost Wealth Management (FWM) too.
After a few detours, we have assembled a great support team and we are well-equipped to handle the changes.
Our focus now, is perfecting our systems and delivering the best possible client experience.
Our new website is close to completion and we hope to launch it in time for the next newsletter.
Please let us know how we can serve you better and we will strive to meet our goal of "best in class" financial service.
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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.