2018 HollisWealth Waterloo Charity Golf Tournament
Wednesday, August 15th marks our 11th Annual HollisWealth Waterloo Charity Golf Classic. Proceeds from this tournament will be in support...
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Summer 2018 Newsletter
Check out the summer edition of our semi-annual newsletter below for details on our summer office hours, upcoming events and...
Read MoreWinter 2018 Newsletter
Hello and Happy New Year! We hope that you had a wonderful holiday season and that 2018 is already off...
Read MoreEssential Tax Numbers 2018
General Filing Numbers: Low-interest Loans The current family loan rate is 1%. Medical Expenses Threshold For the 2017 tax year,...
Read MoreSummer 2017 Newsletter
With summer less than two weeks away, we are pleased to release our second semi-annual newsletter for 2017. Please click...
Read MoreLong-Term Care: A Women’s Issue
Women care. They spend their whole lives taking care of those around them. Their children, their spouse, their parents, the...
Read More5 Retirement Myths to Be Aware Of
Making the assumption that you are prepared for retirement or that you will figure everything out when the time comes...
Read MoreEssential Tax Numbers 2017
General Filing Numbers: Low-interest Loans The current family loan rate is 1%. Medical Expenses Threshold For the 2016 tax year,...
Read MoreCRM2 – Client Fees and Regulatory Changes
Over the last several years the investment industry has been going through a number of changes, many in the background...
Read MoreFourth Quarter 2016 Update
In our continuing effort to provide you with timely and relevant communications, please see the below summary from the last...
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