Personal trade name homepage Your Private CFP® Family Office is a personal trade name of Paul R. Drouin
Website 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. This information has been prepared by Paul Drouin Senior Wealth Advisor for HollisWealth®, a division of iA Securities, and does not necessarily reflect the opinion of 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. The Paul Drouin can open accounts only in the provinces where [she is/he is/they are] registered. For more information about HollisWealth®, please consult the official website at .
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 are those of the advisor alone and 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.
Mortgage referral disclaimer Webpage titled “High Net Worth clients. Your Private CFO”In the subsection  (Mortgages) Mortgages by referral are provided through Invis.
Tax prep disclaimer Webpage titled “High Net Worth Portfolio Management from Your Private CFO,”in the subsection Tax services HollisWealth and the IA companies do not provide income tax preparation services nor do they supervise or review other persons who may provide such services.
Hedge fund disclaimer Webpage titled “High Net Worth Portfolio Management from Your Private CFO,”in the subsection Alternative Investments, after the words hedge fund in the running text  Prospective investors should read the relevant Offering Memorandum including tax consequences and associated risks. There are certain risks associated with these types of securities; you are encouraged to discuss your investment strategy with your personal tax, legal and investment professionals before investing. Unlike mutual funds, hedge funds and other exempt offerings are not subject to the same degree of regulatory oversight as are securities offered by way of a prospectus.
Leverage disclaimer In the section Private Banking, 3rd bullet, after the word leverage Borrowing to invest is not suitable for everyone. You should be fully aware of the risks and benefits associated with using borrowed money to invest since losses as well as gains may be magnified.
Financial Planning disclaimer• CERTIFIED FINANCIAL PLANNER® Professional• Financial Divorce Specialist (CFDS)• Professional Financial Planner (PFP)• Strategic Coach Masters Program   Implementing a retirement, estate, and any other form of financial plan may consist of investing in securities (which may include mutual funds), insurance products (such as segregated funds) and other financial instruments. Prospective investors should always obtain a copy of the offering documents in respect of each investment product (such as prospectus, information statement or folder, insurance contract, etc.), and read it carefully, including discussion of any risk factors, fees, expenses, terms, conditions and restrictions. Consult your personal tax and legal advisor before investing.
Names of trademarked products, possibly including:Directed Wealth Program®Strategic Tax Deferral Program®ScotiaGold Passport™ VISAScotiaLine® VISA   “XXX » is a trademark of « XXX », used by permission”