Our team’s designations are of the highest standards of practicing professionals. We are experienced professionals helping clients deal with various personal financial planning requirements.
Partnering to attain your investment goals, involves knowing you better. A good assessment defines your risk appetite and tolerance, and provides a basis for determining your portfolio.
We are constantly looking for ways to improve how we manage our clients’ portfolios and we will do our best to utilize industry-leading, sophisticated platforms and investment models available to the retail and corporate investor.
P2A is our industry-leading report included with every Portfolio Review. Exclusive only to our clients, PLAN TO ACTUAL is the missing piece that helps investors know definitively how their portfolio is performing.
Aron Gampel, Vice President & Deputy Chief Economist, discusses the factors shaping the global economy.
Adrienne Warren, Senior Economist, highlights the strengths and weaknesses in the Canadian Real Estate Market.
Working with Vandermeer Wealth Management:
*commission-based accounts are available for clients
“Rule No. 1 : Never lose money. Rule No. 2 : Never forget Rule No. 1.” Warren Buffett
May 10, 2017
In a previous communication, we confirmed the ownership of HollisWealth will change from Scotia Capital to IA Securities (owned by Industrial Alliance) in the 3rd quarter of 2017. We anticipate...
Apr 28, 2017
Below is a brief summary of the Ontario budget from April 27, 2017. You can download a full review from Scotiabank here. Children’s Prescription Medication: All children and youth aged...
Apr 07, 2017
From the desk of Erin Gendron… You probably haven’t been able to avoid seeing the negative media attention (and resulting share volatility) the Big 5 Banks have been receiving over...
Jan 26, 2017
We are pleased to offer you the services of our in-house Tax Specialist. Robert Westgarth is an accountant and tax consultant, and has years of experience with tax preparation. We...