*Refers solely to the Investment Industry Regulatory Organization of Canada licensed advisors within HollisWealth.
Estimate the tax savings on your Registered Retirement Savings Plan (RRSP) contribution.
Estimate how much you owe in taxes based on your taxable income and your province of residence.
Compare selling shares and donating the cash proceeds to donating the shares directly.
See how saving early can make a significant difference.
Use this tool to estimate how much annual income you’ll have when you retire.
This checklist will help you assess the status of your estate plan.
This calculator will help you understand the factors that can affect your Canada Pension Plan (CPP) and Old Age Security (OAS) benefits.
Calculate your Registered Retirement Income Fund (RRIF) payments and see how long your savings will last.
Use this calculator to see how much income you can expect and track the future value of your Life Income Fund (LIF).
Calculate the estimated probate fees on the value of an estate.
Login from anywhere to track daily portfolio status, activity and performance. You will find details on your accounts, your investment goals and asset allocation, the securities you own, returns and transactions.
Already a client? Access the portal
We will send you a monthly statement – by the fifteenth of the following month – when there is activity in your account. If there is no activity in your account, statements are sent quarterly.
The statement presents an overview of all your accounts plus a detailed breakdown of each.