Take the Essential Steps™
to a wealthier future.

We’re with you, every step.

Our Essential Steps™ will ensure every aspect of your financial well-being is taken care of as we work towards the ultimate goal of financial peace of mind.

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Live for today and plan for tomorrow.

Working together we will balance your priorities today while also planning for your future.

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Tell us what’s important to you.

The heart of our business is to build relationships, to actively listen and understand your needs and wants so that we can establish concrete goals and put strategies in place to achieve them. Let’s get to know each other!

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Nicky Trasias, Investment & Insurance Advisor
CERTIFIED FINANCIAL PLANNER®
HollisWealth, a division of Industrial Alliance Securities Inc., HollisWealth Insurance Agency Ltd.®

Nicky Trasias, Investment & Insurance Advisor
CERTIFIED FINANCIAL PLANNER®
HollisWealth, a division of Industrial Alliance Securities Inc., HollisWealth Insurance Agency Ltd.®

Meet Your Team
Book aconsultation

Research shows that advised households
have more than 4 times the assets of
non-advised households

Source: New Evidence on the Value of Financial Advice, Dr. Jon Cockerline, Ph.D.

48%

One half of Canadians are
underfunding their retirement

Are you on track to live your retirement dream? Talk to us to be certain.

Source: HollisWealth, Global Wealth Management, Scotiabank 2016

“Someone is sitting in the shade today because someone planted a tree a long time ago.”

– Warren Buffet

News

  • Winter 2018 Newsletter

    Hello and Happy New Year! We hope that you had a wonderful holiday season and that 2018 is already off to a great start. You can find our winter newsletter issue below and will notice… read more

  • Essential Tax Numbers 2018

    General Filing Numbers: Low-interest Loans The current family loan rate is 1%. Medical Expenses Threshold For the 2017 tax year, the maximum is 3% of net income or $2,268, whichever is less. Donation Tax Credits… read more