OUR SERVICES

We believe that financial planning should be about far more than investment management. 

Our independent approach to wealth management is centered around long-term relationships, built on a foundation of open communication, education and transparency. We pride ourselves on providing our clients with an exceptional level of service, understanding and confidence.

We are proud to have organically grown our business through referrals and professional partnerships in areas that extend from our area of expertise, but are related to our line of business. 

 

To learn more about the services that we provide at Young Financial Group, please see below. 

Dancing Couple

We help in the creation and implementation of your retirement

planning objectives.

 

Some products include:

  • Registered Retirement Savings Plans

  • Registered Retirement Income Funds

  • Tax-Free Savings Accounts

  • Non-Registered Accounts 

  • Individual Pension Plans

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We specialize in matching investments to your personal financial goals and risk tolerance.

Some products include: 
 

  • Mutual Funds/ETFs

  • GICs/High Interest Savings Accounts

  • Registered Education Savings Plans

  • Annuities

  • Segregated Funds

Happy Family

We present creative ideas and solutions

for insurance and estate planning needs.

 

Some products include:

 

  • Permanent/Term Life Insurance 

  • Disability Insurance

  • Critical Illness Insurance

  • Business Overhead/Key Person
  • Group Benefits/Pensions

RETIREMENT PLANNING

INVESTMENT PLANNING

INSURANCE & ESTATE PLANNING

HollisWealth® is a trade name of Investia Financial Services Inc. and Hollis Insurance. Investment products provided by HollisWealth are provided through Investia Financial Services Inc. Insurance products are provided through Hollis Insurance. Young Financial Group is a personal trade name of Robert P. Young. The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.