Mutual Funds and /or Exempt Market Products
Mutual Fund and/or approved exempt market products provided by HollisWealth are provided through Investia Financial Services Inc. Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.
Segregated fund products are offered through Investia Financial Services Inc. and/or multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.
Guaranteed Investment Certificates
Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers.
Insurance products are provided through Hollis Insurance (PPI). Insurance products are provided through multiple insurance carriers.
The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
Any advice provided through the Matchett Financial Services website (http://www.matchettfinancial.ca/) and/or any of its affiliated and/or associated websites is to be considered general advice and should not be put into practice without first consulting with a Financial Advisor employed at Matchett Financial Services in Kincardine ON CAN. In the event a user practices advice obtained from this website or any associated or affiliated websites without first consulting a professional from Matchett Financial Services, Matchett Financial Services and its affiliates cannot be held liable or responsible for any negative consequences caused by unassisted and/or uninformed investment activity and/or financial practices put in place by the user. Should a user wish to investigate any of this advice further before proceeding, this user can schedule an appointment here.