You and Your Finances

Are you sometimes overwhelmed by the amount of financial information available from so many different sources; this information may be conflicting and is often hard to understand.

Developing a financial plan and reviewing it on a regular basis can provide you with knowledge and peace of mind so that you don’t stress over your investments and wonder if your portfolio is holding what is making news. Headlines make news, but headlines are meant to grab your emotions such as fear and uncertainty.

There are a few easy steps that you can take to avoid financial uncertainty in the future. The first and foremost, as mentioned above, would be to develop a financial plan. This will become the framework for your expectations, not as a dollar value or a percentage, but as being able to achieve your goals and give you the peace of mind you need to sleep easy. Your investment advisor is a resource that can answer many of your questions---an advisor’s job is to research and offer recommendations that best suit your situation, but the final decision rests on your shoulders, and, the more you understand, the more peace of mind you will have. You should be able to receive information without industry jargon and ask any question regarding your investments without feeling embarrassed; the saying ‘no question is a silly question’ certainly applies when we are talking about your money, and, therefore, your future well-being and security. It is not necessary to voraciously read every finance paper you can get your hands on in order to have confidence in your financial decisions.

Talk to an advisor and take charge of your future today.

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HollisWealth® is a division of Industrial Alliance Securities Inc. a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

This information has been prepared by Carol Plaisier Investment Advisor for HollisWealth®, a division of Industrial Alliance Securities Inc. and does not necessarily reflect the opinion of HollisWealth®. The information contained in this website comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any the securities mentioned. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where she is registered. For more information about HollisWealth®, please consult the official website at

Insurance products are provided through Hollis Insurance. Only services offered through HollisWealth®, a division of Industrial Alliance Securities Inc., are covered by the Canadian Investor Protection Fund.