• interior-feature-
  • interior-feature-
  • interior-feature-
  • interior-feature-
  • interior-feature-
  • interior-feature-

The New $2,000 Family Tax Cut

This new federal non-refundable credit will provide up to a maximum of $2,000 in tax relief to benefit one-earner or two-earner couples where one spouse’s income is taxed at a higher rate.

Acting as an Executor or Executrix

On the death of your spouse or a loved one or friend you may find that you have been named as the Executor (or Executrix) of a Will. The Executor could also be a trusted friend or an advisor or even a trust company. If the deceased did not have a Will or the Will did not name an Executor then the Surrogate or Probate Court will have to be approached and the court will appoint an appropriate person as the representative. This person is called the Administrator and fulfills the same role as the Executor.

Introducing our New Identity

The HollisWealth name is exclusive to Scotiabank’s independent advisory network – a network that is comprised of over 900 advisors across Canada. And as part of that network, I’m still able to offer personal service and tailored financial solutions.