Solutions for your future needs.

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(613) 736-8686

Randy K. Harrison
Rory G. Harrison
Jody Parker
Unit 7-5350 Canotek Rd. Ottawa, ON K1J 9C9
Phone: (613) 736-8686 Cell: (613) 614-3576 Fax: (613) 736-4022
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Strategic Planning Process

Financial strategies are both tactically short- and medium-term processes; while simultaneously taking the long-term strategic view for retirement; potential critical illness and long-term care protection; and estate planning.

The Process

It is a process that we engage in mutually as client and professional advisor, to aim for and achieve your life goals via professional management of your financial affairs. It is a well-rounded interactive process that takes into account all the elements of your entire financial situation. A professional strategy will analyze your situation to identify all the people and/or institutional monetary relationships that often have conflicting objectives.

Goals and Objectives

While implementing financial tactics we address various concepts, while looking at your over-all life needs: assessing your capital needs, investment plans,registered investments and tax reduction strategies,retirement planning, education planning where applicable, as well as any special needs such as planning to care for child dependents.

Contact us to discuss your needs.

 

 

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DISCLAIMER

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.

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