*Financial Planning

The right wealth planning solutions are the ones that meet your needs and consider your overall financial and personal situation.

Our Services

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Investment Management

Our investment strategies focus on your specific needs and are custom-designed to achieve your unique long-term goals. Prudent stewardship of your wealth is the cornerstone of our investment management approach, and includes:

  • An analysis of your current financial situation.
  • A thorough review of your current tax exposure.
  • An in-depth discussion of your goals and objectives.
  • Clear recommendations to help you reach your goals.

Tax Minimization

Because investment management and tax planning go hand-in-hand, we keep a close vigil on Canada’s ever-changing tax laws. We ensure that you get the most out of your hard-earned wealth by integrating effective tax minimization strategies into your personalized investment solutions.

Tax minimization strategies will reduce your tax burden and save you a significant amount, bringing your closer to your goals and objectives. To help you leverage the benefits of our tax minimization strategies, we can develop your tax projections and facilitate the preparation of your personal or corporate tax returns.

Our extensive knowledge of tax laws and vast experience in devising customized tax minimization strategies will incorporate:

  • Tax deferred investment accounts.
  • Tax-efficient investment solutions.
  • Optimization of investment income.
  • Timely structure of capital gains and losses.

Trust and Estate

As your family and life evolve, so do your needs for trust and estate planning. We work closely with hand-selected experts in law and estate planning in developing a comprehensive estate plan designed to preserve your wealth for future generations and minimize the tax burden on your estate.

We can guide you through critical processes such as:

  • Creation of legal trusts.
  • Estate planning
*Implementing a retirement, estate, and any other form of financial plan may consist of investing in securities (which may include 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.

Contact Claudio

Claudio Piron CPA, CA, CFP®, CSWP, TEP
Senior Investment Advisor
Insurance Advisor

HollisWealth
HollisWealth Insurance Agency Ltd.
4 Director Court, Suite 110
Vaughn, Ontario, L4l 3Z5
Phone: 905 712 9302
Fax: 905 712 9330
Email: claudio.piron@holliswealth.com

Investment Industry Regulatory Organization of Canada (IIROC)

Canadian Investor Protection Fund