Winter 2017 Newsletter
We hope you had a wonderful holiday season and Happy New Year! One of our team’s resolutions this year was...
Read MoreNews and views
Industrial Alliance Acquisition of HollisWealth
December 5, 2016 it was announced that an agreement has been reached that will see Industrial Alliance (iA) acquire HollisWealth...
Read MoreThird Quarter 2016 Update
The third quarter of 2016 started on a note of uncertainty following the surprise Brexit vote result in late June....
Read MoreAn example: the impact of the new government housing rules.
Provided to us by Patti Lewis, Mortgage Agent at Invis, an example of the impact the new government rules will have...
Read More6 questions to consider when appointing an executor.
An executor/executrix is a person or person(s) appointed by a testator (the person who creates a will) to carry out...
Read MoreOur new name, look and website!
Thank you for browsing our new website! It is extremely important for us to stay relevant and connected to our clients...
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