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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.

Professional Back to School Tax Savings Tips

Here are some tax tips that will help you as you plan your children’s activity agendas for the year. This week I provide some tips on claiming credits for others expenses such as child care, medical, and transportation as well as how to recover refunds or missed claims.

Tax Efficiency Strategy: Earn More Tax Exempt Income

There are many sources of tax exempt income of which most people are unaware. Here’s the tax secret… As a general rule, exempt income sources are not entered on the Canadian tax return at all. If you reported these amounts in error, you may contact the tax department to have them removed. The most common types of exempt income are the following…