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HollisWealth Waterloo

139 Northfield Drive West, Suite 203, Waterloo, Canada
Bank/financial services

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Financial Planning
Wealth Management
Insurance and Estate Planning
Investment Advice

RECENT FACEBOOK POSTS

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Back Issue

Take note if you plan to sell your principal residence!

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Millennials may have less time on their side, U.S. retirement study shows

Time to take your retirement planning more seriously?

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Thanks to all of the sponsors, volunteers and participants at our June 10 charity golf tournament! With your help, we raised over $38,000! The net proceeds will be split between two very deserving charities, the MS Society Grand River Chapter and the Parkinson Society Southwestern Ontario. Already looking forward to next year's tournament.

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Timeline Photos

Hope you had a great long weekend! Safe travels today.

Timeline Photos
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Top 3 Things Millennials Can do to Prepare to Retire... Eventually | slice.ca

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HollisWealth Charity Golf Classic in support of Parkinson Society Southwestern Ontario and the...

Our office, along with HollisWealth Listowel and HollisWealth Cambridge, is excited to be supporting the MS Society and Parkinson's Society through our annual charity golf tournament. Join us June 10 at Rebel Creek Golf Club. Space is limited and filling up quickly. Click the link below to register. https://www.eventbrite.ca/e/holliswealth-charity-golf-classic-in-support-of-parkinson-society-southwestern-ontario-and-the-ms-tickets-22661727838?aff=efbnreg

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The dangers of not including spouses in financial planning

Make financial planning a team project.

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HollisWealth

HollisWealth
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If you're wondering how the new Child Tax benefit works for your situation, here is a link to a calculator: http://www.budget.gc.ca/2016/tool-outil/ccb-ace-en.html

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25 ways the federal budget affects you

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The end of the tax return?

With electronic transactions taking over, eventually government will know so much about our finances that they'll simply do our taxes, send us the results and allow us a brief window to dispute it.

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Tax time, 2016: A look at seven changes this year

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Quiz

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