Pension Advice

As severance and commuted pension specialists, we have created and customized a wide range of services to ensure that our clients can maintain their lifestyles in the future. We integrate creative solutions in all areas of tax, investment, retirement, pension transfers, and estate planning to ensure that our clients' life dreams are achieved.

Retirement is one of the most stressful times in an employee's life, and the effects of ceasing to bring home an income after many years of working always creates a certain amount of anxiety. At retirement, people are faced with many options, have many questions and often don't know where to turn for assistance.

Step One - Diagnose your financial situation

  • Your personal profile is developed, and a thorough interview is completed.
  • Strengths, weaknesses, opportunities and threats are discussed and identified.
  • Timelines and spending habits are reviewed.
  • A clear vision is created.

Step Two - Develop your direction, beginning with the end in mind

  • Both long and short-term objectives are discussed.
  • Strategies based on personal individual goals are created.
  • Together, we review options based on your current pension.

Step Three - Assess your risks and concerns

  • We plan for life’s detours and roadblocks.
  • We develop alternatives, strategies and different paths.
  • We will clearly explain the pros and cons of each option available.
  • Divorce or separation could be a red flag to a particular option that we identify and explain.

Step Four - Selection of pension options

  • We review your options and alternatives.
  • With the advice we have provided, you decide your chosen route.
  • We implement and process your plan.
  • We will maintain a lasting relationship through check-ups and rebalancing.

As pension and severance specialists, we are well equipped with the proper tools to ensure that you achieve a first-class retirement plan.

HollisWealth is a trade name of Scotia Capital Inc. and HollisWealth Insurance Agency Ltd. HollisWealth is a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Brokerage services provided by HollisWealth are provided through Scotia Capital Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. (tm)Trademark of The Bank of Nova Scotia, used under license.

The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of HollisWealth, its subsidiaries, or its affiliates, including, but not limited to, Scotia Capital In., HollisWealth Advisory Services Inc., HollisWealth Insurance Agency Ltd. and HollisWealth Mortgage Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.

Suprun Wealth Management is a personal trade name of Jamie and Anthony Suprun.

                            

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