dave_yurich-199x300_blog

Tuula Jalasjaa, Head of HollisWealth, a Scotiabank Company is pleased to announce that David Yurich, Director, Private Client Group, and Senior Investment Advisor, Scotia Capital Inc., has earned the Trust and Estate Practitioner (TEP) designation.  The award is granted by the Society of Trust and Estate Practitioners, an elite international organization for Trust and Estate Professionals….

dave_yurich-199x300_tfsa

Click to listen how you could save thousands with a strong tax strategy from Sound Financial Strategies. Tax planning should be part of your overall financial strategy, and should be considered on an ongoing basis throughout the year. Without a successful financial strategy, you might risk tax liabilities for your estate or miss out on important…

Disclaimer

HollisWealth® is a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates. Insurance Products are provided by HollisWealth Insurance Agency Ltd. This information has been prepared by David Yurich Wealth Management for HollisWealth®, a division of iA Securities, and does not necessarily reflect the opinion if iA Securities. The information contained in this document comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any the securities mentioned. The information contained herein may not apply to all types of investors. David Yurich can open accounts only in the provinces where he is registered. For more information about HollisWealth®, please consult the official website at www.holliswealth.com. David Yurich Wealth Management is a personal Trade name of David Yurich.