My independent HollisWealth financial planning office is looking for an Investment Advisor to provide support to our Senior Investment Advisor and to provide outstanding service to our new and existing clients. Are you, or do you know anyone who is a reliable self-starter with experience keeping an office running smoothly, preferably in the financial services industry?
HollisWealth is a leading full-service financial services firm that is driven by an unwavering commitment to building lasting client relationships. As an established, independent IROC financial planning office, the Campbell River branch is proud to be in the top 20% of HollisWealth advisors across Canada for assets under administration.
This is a full-time permanent position. Competitive wage range commensurate with experience with options for extended health, dental and retirement benefits. Some training will be provided. Willingness to continue education relevant to the financial industry is important. Visit this link for full details on the job or give me a call.
With the holidays behind us, and the credit card bills arriving as testimony to your celebrations, perhaps now is a good time to reflect upon some potential Resolutions for the coming year.
Goal setting is best done when goals resonate with your life plan! You need to be specific about what, when... Read more
The following are relatively common mistakes that Canadians make annually when contributing to their Registered Retirement Savings Plans.
1. Reporting RRSP contributions based on a calendar year.
While your taxes are based on a calendar year, the reporting of your RRSP contributions extends 60 days... Read more
A survey conducted by a big bank some years ago* revealed that over 30% of Canadians were hoping for a lottery win to help fund their retirement. This raises the question, "If you were to paint a picture of your retirement, what would it look like?" Many would let dreams take over and envision lots... Read more