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Protecting, Planning & Positioning for Individuals, Families & Businesses
Bank vs Traditional Life Insurance
Life insurance companies APPROVE you at issue with the upfront results of a full medical underwriting, leaving NO worries to you ever... Read more
No Medical Insurance
If a person is hard to insure, there are life insurance plans specifically designed for no medical underwriting for a lower face value.
The premium may be ... Read more
Critical Illness Insurance
Critical Illness Insurance is a plan contracted with a life insurer typically to make a lump sum cash payment if a policyholder is diagnosed with one of the critical illnesses... Read more
Randy is a well established and successful Senior Financial & Insurance Advisor within HollisWealth (his MGA) dedicated to providing his clients with valued insurance and investment advice to help them attain their financial planning objectives. Read more
I have been a client of Randy Harrison for more than 30 years during which time he has provided outstanding service, valuable advice, and cost effective solutions to risk mitigation and... Read more
To work in partnership with Individuals, Families and Businesses Protecting, Planning & Positioning insurance products and investments vehicles tailored to their immediate and long-term needs... Read more
Implementing a retirement, estate, and any other form of financial plan may consist of investing in mutual funds, insurance products (such as segregated funds) and other financial instruments.
Prospective investors should always obtain a copy of the offering documents in respect of each investment product (such as prospectus, information statement or folder, insurance contract, etc.), and read it carefully, including discussion of any risk factors, fees, expenses, terms, conditions and restrictions.
Consult your personal tax and legal advisor before investing.
HollisWealth®, a trade name of Investia Financial Services Inc.
Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”). Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia.
Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.
Insurance products are provided through Hollis Insurance.