Group Savings Plans
HollisWealth is one of Canada’s largest financial advisory groups with over 700 advisors located across Canada. Planwell Financial Services/HollisWealth offers comprehensive financial planning, investment planning, and insurance planning for individuals, families, and businesses.
It is also itself a long time member of the ARA, serving ARA members since 1996.
- The ultimate Group Savings Plan with the regular annual administration fee waived on Group RRSPs, TFSAs, Open Accounts, and RESPs
- Free comprehensive financial plans
- Free investment and personal insurance plan reviews