Our approach to financial planning

Trust, transparency, accountability

Investment advice you can count on starts with these core values.

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Who We Are

Tracy Symington is an independent Senior Investment Advisor and a Financial Planner with HollisWealth®, a division of Industrial Alliance Securities. He holds a Registered Financial Planner (R.F.P.) and a Chartered Investment Manager (CIM) designations and he is a member of the Institute of Advanced Financial Planners.

What sets Tracy apart from other Investment Advisors is his expertise in providing tax management strategies to help investors minimize taxes and maximize their retirement income. His core belief is that mid to high net worth Canadians are not being well served by banks and brokerages. Tracy feels that everyone should have a Financial Plan which is monitored on regular basis and adjusted in response to any significant changes in your life or the markets.

Blog Posts

Understanding Investment Expenses and the Cost of Advice

It is a good idea to understand how much you are paying your advisor and the investment managers who manage your money, so that you can evaluate the value you are receiving for money paid. There are generally three types of costs associated with investing:

Investment management fees: if you own mutual funds, Exchange Traded Funds (ETFs), segregated funds, a work RRSP or a defined contribution pension plan, there is a management company in the background making decisions about what stocks and bonds to buy or sell on your behalf.

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