In light of recent events surrounding COVID-19, B&A Financial Group, HollisWealth is taking precautionary measures, in line with government recommendations, to ensure the protection of our clients and staff.
Our office is opened with skeleton staff but our business remains fully operational. We would like to assure you that your investments are secure and our firm has the support of our parent company, iA Financial Group, one of Canada’s oldest and largest financial services companies.
If you would like to make a trade or have any other business to transact, please let us know by phone or email and we will provide you with instructions on how to proceed with your request. Please do not communicate trade instructions or other sensitive personal information via email.
If you require immediate assistance, please contact:
Lisa Suddard at 647-288-1394 ext. 29
Here are some helpful links:
Emotional Investing
https://www.fundex.com/uploads/Newsletter/20-0449%20Investor%20Eduction-Emotional%20investing-Feb2020_EN.pdf
The Bulls outweigh the Bears
https://www.fundex.com/uploads/Newsletter/20-0448%20Investor%20Education-iAW%20Bull%20and%20Bear%20Markets%202020_EN.pdf
We appreciate your patience and understanding during this difficult time. If you need to speak with us for any reason, please do not hesitate to get in touch.
Philip Boland & Michelle Apollinaro
All the staff at B&A Financial Group