No two people are the same. But we do tend to have similar interests in life. At OneStop Wealth, we provide a comprehensive list of solutions to manage your unique goals and desired outcomes. Our superior Top-Down approach allows us to fully understand and engage your unique situation so we may provide you with tailored solutions to address each and single one of your desired outcomes.
HollisWealth – Scotia Capital Inc. Offers full service investment advisory to meet our clients’ needs. Our cutting-edge fee-based investment advisory services provide our clients with the confidence and perspective to achieve their unique investment objectives.
Your legacy is a collage of your actions, contributions and achievements. We help you discover ways to use your time, talent and money to make a lasting impression on those you love and the causes you believe in.
Estate planning secures peace of mind that your loved ones or the causes that hold significance for you will be taken care of after you are gone. It is also important to know the nest egg you have built up in your lifetime will not be eroded by tax. Planning your estate ensures your assets go where you want them to and in a timely fashion.
Retirement Planning is a sophisticated and important aspect of financial advisory. It is crucial to factor in risk, unforeseen events and inflation to develop a sustainable plan. Our highly customizable and detailed retirement planning services provide our clientele with the confidence they need to retire comfortably and with peace of mind.
We assess and tailor insurance solutions individually for each of our clients. This means the design and financial structure of your plan will be specific to your current and delivering benefits that are directly relevant to your goals.
Tax management is highly important at every stage of the wealth advisory process. It is important to make decisions with taxation in mind and to be able to implement strategies to reduce tax liabilities over time. Our team is well versed in personal and business taxation and will work with you and your tax accountant to manage your taxes today and on an ongoing basis.
Our children today need parental planning more so than ever before. It is imperative to make prudent decisions for the future of our children so that they are given the best chance in life as possible. We can help you make the right decision for your children and their unique needs.
We place a great deal of emphasis on Mortgage Planning. We work closely with many lenders to offer our clientele the best lending solutions to address their short term and long term goals. Our dedicated team can provide you with a personalized solution to address your residential or commercial needs.
We focus and specialize in helping business executives and business owners meet their unique objectives. From taxation to succession and from Risk Mitigation to Employee benefits, our team is equipped to help you and your organizations make important decisions.