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.

Offer Details

  • 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

Take Advantage of This Offer

Contact: David Booth
Phone: (604) 614-3283
Fax: (604) 534-6626
E-mail: info@planwellfinancial.ca
Website: www.holliswealth.com, www.planwellfinancial.ca

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