August 2019
Define.Plan.Achieve
pineapple-header.gif
Decoding your investment returns
Shared with permission from Edgepoint

Talking with advisors across the country, we learned that many investors calculate their investment growth using book value instead of net invested amount. It’s a common mistake but the source of much confusion for investors.
investment_compass.jpg
When we say green, you probably think of money...
The benefits of going green
Reprinted with permission from Manulife Solutions

Smoothies are a good way to consume quality green vegetables that will take only moments to prepare and, by adding fruit, they taste delicious. The health benefits, for young and old, will be great, too

rustic_wood_kale.jpg
Sizing up "Active Management"
Reprinted with permission from Edgepoint

Active management's merits (or lack thereof) are widely debated. For good reason. Active managers seem to have a pretty lacklustre track record.

fish3.jpg
Understanding your investment portfolio statement
The new statements are easier to read and have a fresh new look and feel. To guide you through the statement features, we have created a pamphlet "Understanding your investment portfolio statement".

9 ways to save on your next road trip

Where you stay, the vehicle you drive, when you gas up and even which roads you choose can shave significant dollars off your vacation costs.

MoneySense shares 9 ways to save on your next road trip ... just in time for your summer.
road-trip-children.jpg
Helping you grow, protect and leave a legacy

This information has been prepared by Greg Frost who is an Investment Advisor for HollisWealth® and Insurance Advisor for Hollis Insurance. The material contained does not necessarily reflect the opinion of HollisWealth. HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. The information contained in this newsletter comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces in which they are registered. HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. For more information about HollisWealth, please consult the official website at www.holliswealth.com . Insurance products provided through Hollis Insurance.