Wealth Management Process – 5. Ongoing review and monitoring

 

 

 

 

 

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This information has been prepared by Adrian Van Hooydonk, CIM®, FCSI®, Investment Advisor and Greg Milley, P. Eng, Director Private Client Group, Senior Investment Advisor for HollisWealth®, a division of Industrial Alliance Securities Inc., and does not necessarily reflect the opinion of Industrial Alliance Securities Inc. The information contained in this website comes from sources we believe to be 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 securities mentioned. The information contained herein may not apply to all types of investors. The Investment Advisors can open accounts only in the provinces where they are registered. For more information about HollisWealth®, please consult the official website at www.holliswealth.com.

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