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LIFE INSURANCE

OUR PRODUCTS ARE OFFERED BY THE FOLLOWING COMPANIES

 

  • Personal Financial Planning
  • Business Financial Planning
  • Retirement Financial Planning
  • Estate Planning
  • Portfolio Analysis
  • Investment Portfolio
  • Fee Based Financial Planning

OUR SERVICES

Available products used for implementing financial strategies

  • Life Insurance
  • Group Insurance
  • Mortgage Insurance
  • Disability Insurance
  • Accident Insurance
  • Long Term Care Insurance
  • ‍Partnership Insurance
  • Business Insurance
  • Critical Illness Insurance
  • Annuities: RRSP, RESP, RRIF, LIRA, IPP,  Self-directed RRSP, LIF
  • Group Annuities and Pensions
  • Retirement Compensation Arrangement
  • Tax Free Savings Account TFSA
  • Segregated Funds and Mutual Funds
  • Guaranteed Investment Certificates (GIC)
  • Tax Shelters
  • Linked Index Notes
  • BMO Insurance
  • Canada Life Insurance Company
  • ‍Desjardins Financial Security
  • Empire Life Insurance Company
  • Equitable life of Canada
  • Blue Cross
  • Allianz
  • Assumption
  • La Capitale
  • Industrial Alliance
  • Manulife
  • RBC Insurance
  • Foresters-Life
  • IA Excellence
  • Sun Life Insurance
  • Ivari
  • SSQ Insurance
  • UL Mutual
  • Canada Protection Plan (CPP)
  • Great-West (separate agreement)
  • Humania

DISABILITY INSURANCE

  • Canada Life Insurance Company
  • Desjardins Financial Security
  • Great-West (separate agreement)
  • ‍Industrial Alliance
  • Manulife
  • IA Excellence
  • ‍RBC Insurance
  • The Edge Benefits

GROUP INSURANCE

  • ‍‍Desjardins Financial Security
  • Equitable Life Insurance Company of Canada
  • Empire Financial Group
  • Industrial Alliance
  • RBC Insurance
  • Great-West Life Insurance Company
  • Manulife Financial
  • ‍Sun Life Insurance Company of Canada
  • Blue Cross
  • Co-operators

SEGREGATED FUNDS

Group Insurance products are provided through multiple carriers and are not provided through Hollis Insurance inc.

  • I‍‍n‍dustrial Alliance
  • Desjardins Financial Security
  • CIG Investments Inc.
  • Ivari
  • Standard Life Insurance
  • Canada Life Insurance Company
  • Empire Life Insurance Company
  • IA Clarington
  • RBC Insurance
  • SSQ Insurance
  • Sun Life Financial
  • Equitable Life of Canada
  • Manulife Insurance
  • Great-West (separate agreement)
  • Bank of Montréal BMO

GUARANTEED INVESTMENT CERTIFICATES

  • ADS Canadian Bank
  • B2B Bank
  • Bank of Montreal Mortgage Corp.
  • Bank of Nova Scotia
  • Bank of Montreal Trust Company
  • Bank of Montreal
  • Canadian Tire Bank
  • Community Trust
  • Concentra Bank
  • Effort Trust
  • ‍‍Equitable Bank
  • General Bank of Canada
  • Haventree Bank
  • Home Bank Agent
  • Home Trust Company
  • Home Equity Bank
  • ICICI Bank
  • Industrial Alliance Trust
  • LBC Trust
  • Laurentian Bank
  • Laurentian Trust
  • Manulife Bank
  • Manulife Trust
  • MCAN Mortgage Corporation
  • Montreal Trust Company of Canada
  • NatCan Trust Agent
  • National Bank
  • National Trust
  • Scotia Mortgage Corp.
  • Versa Bank (prev. PW Bank)

MUTUAL FUNDS

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USEFUL LINKS

HollisWealth is a trade name of Investia Financial Services inc and Hollis Insurance inc. Mutual Fund products provided by HollisWealth are provided through Investia Financial Services inc. Insurance products provided by HollisWealth are provided through Hollis Insurance inc. Lanthier financial services inc. is an independent company unrelated to HollisWealth and Investia Financial Services Inc. Investia Financial Services Inc. companies have no liability for Lanthier financial services inc.

  • AGF Management Limited
  • B.E.S.T Discoveries Fund (LSIF)
  • Beutel Goodman Managed Funds Inc.
  • Blackrock Asset Management Canada Ltd.
  • BMG Management services inc.
  • BMO Investments Inc.
  • Bridge House Asset managers
  • Caldwell Mutual funds
  • Canoe Financial Ltd. Partnership
  • Canso Fund Management Ltd.
  • Capital International Asset Management
  • Chou Associates Management Inc.
  • CI Investments Inc.
  • CIBC Asset Management Inc.
  • CIBC Securities Inc.
  • Connor, Clark and Lunn Private Capital Ltd.
  • Counsel Portfolio Services Inc.
  • Dimensional Fund Advisors Canada Inc.
  • Discovery Capital Management Corp.
  • Dynamic Mutual Funds
  • Edgepoint Wealth Management Inc.
  • Empire Life Mutual Funds
  • Equitable Bank
  • Fidelity Investments
  • Fiera Capital Inc.
  • Foresters financial & investment mng. Co. of Canada
  • Franklin Templeton Inv. Inc.
  • Galileo Equity Management Inc.
  • Global Growth Assets Inc.
  • Golden Opportunities Fund Inc.
  • Growthworks Capital Ltd.
  • Growthworks Mgt. Ltd.
  • Home Trust Company
  • IA Clarington Investments Inc.
  • ICICI Bank Canada
  • Invesco Canada Ltd.
  • JovFunds Mgt. Inc.
  • Lincluden Management Limited
  • LOGIQ Asset Management inc.
  • Lysander Funds Ltd.
  • Mackenzie Financial Corp.
  • Manulife Investments
  • Marquest Asset Management Inc.
  • Mawer Invst. Mgt. Ltd.
  • Middlefield Group
  • National Bank Investments Inc.
  • Natixis Investment Managers Canada LP
  • NCM Investments
  • Ninepoint Partners
  • NorthGrowth Mgt. Ltd.
  • Northwest and Ethical Investments LP
  • Pembroke Private Wealth Management Ltd.
  • Penderfund Capital Mgt.
  • PIMCO Canada Corp.
  • Purpose Investments Inc.
  • R.E.G.A.R Invst. Mgt.
  • RBC Global Asset Management Inc.
  • RedWood Asset Management
  • ROI Mgt. Inc.
  • Russell Invst. Canada Ltd.
  • Saskworks Venture Fund Inc.
  • Scotia Securities Inc.
  • SEI Investment
  • Sentry Investments Inc.
  • Scone & Co. Ltd.
  • Sun Life Global Investment Canada
  • TD Asset Management Inc.
  • Terra Fund Mgt. Ltd.
  • Tradex Mgt. Ltd.
  • Value Partners Inst Inc.
  • Vertex One Asset Mgt.

Insurance products provided by HollisWealth are provided through Hollis Insurance inc.

Segregated fund products provided by HollisWealth are offered through 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 or decrease in value according to the fluctuations in the market value of the assets of the segregated fund

Guaranteed Investment Certificates (GICs) provided by HollisWealth are offered through Investia Financial Services Inc. and/or multiple carriers.

Mutual Fund products provided by HollisWealth are provided through Investia Financial Services inc.