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The documents in this website, if translated from English to any other language, may present different meanings than intended. Make sure that you get the advisor on this website to translate and/or guide you prior to making any financial decision, as he or she or the original publisher will not be held liable for any error or omission or loss, if you proceed based on any information without professional guidance. The translation offered is only for general text translation and is not intended to teach or present final decisive financial information upon which to make a financial decision as automatic translators can occasionally be inaccurate with certain dialects.
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This Internet Website does not constitute an offer or solicitation by anyone in any jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation. Prospective investors should consult with their advisor to determine if any life insurance product if defined on this Internet Website may lawfully be sold in their jurisdiction. The information in this publication is provided for educational and information purposes only. You should not rely on, act on, or make any decision including a financial planning decision, estate planning decision, tax planning decision, or investment decision, transfer, or redemption, or any decision, based on any information in this publication as the information may not be complete or timely or may not be applicable to current legislation and may not apply in any way to your specific circumstances. Any indicated mathematical rate of return on an investment is the historical annual compounded total return including changes in share value and reinvestment of any dividends or distributions and does not take into account sales, redemption's, commissions, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Any mathematical rate of return on investment, or market valuation, set forth in a table or graph, shown in this Internet Website is used only to illustrate the effects of the compound growth rate or the historic market values and is not intended to reflect the returns on investment or future values of any stock exchange or index or the future values or asset allocation service. Before acting on any idea presented in this publication, all readers are strongly advised to get more detail and seek out and get additional professional advice relative to their distinct circumstance. Borrowing for investment purposes can magnify the risk of investing. Unless otherwise noted, this publication is written and published by and is a copyright of Canadian Financial Publishing Group Inc. All information and opinions contained in this Internet Website are obtained from various sources and are believed to be true and dependable, however accuracy of content is not guaranteed and is not to be read or applied as professional advice. Trademarks and registered trademarks are owned by Canadian Financial Publishing Group Inc, and by other companies that may be mentioned within this Internet Website or linked to herefrom. Reproduction by any means without written permission of the publisher is strictly forbidden.
This Internet Website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.
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This Web site is intended for Canadian residents only and the information contained herein is subject to change without notice. The owner and publisher of this Internet Website are not liable for any inaccuracies in the information provided.
Advanced Planning Insurance Group is a personal trade name of Randy K. Harrison.
Mutual Funds and Exempt Market Products
Mutual funds and/or approved exempt market products are offered through HollisWealth, a trade name of 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 HollisWealth Insurance Agency Ltd.
Insurance products are provided through multiple insurance carriers.
Segregated fund products are offered through HollisWealth® a trade name of Investia Financial Services Inc. and/or multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase
Mortgages provided by referral
HollisWealth is a trade name of Investia Financial Services Inc. does not provide income tax preparation services nor does it supervise or review other persons who may provide such services.
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.