Your New Client Portal starter’s guide
The Client Portal offers a simple and convenient way for you to view your investment portfolio anytime, anywhere.
Please review this guide and contact us if you have any questions.
This information has been prepared by Luft Financial. Opinions expressed in this article are those of Luft Financial only and do not necessarily reflect those of HollisWealth®. Furthermore, this does not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors.
How do we elevate your wealth?
It begins with understanding your needs and creating a comprehensive and tailored financial plan to help reduce tax, manage risk and grow your portfolio over the long term. Learn more about how we help you achieve financial security and peace of mind.
News & commentary
April 2021 Portfolio Management Team Update
With the TSX Composite, S&P 500 and Dow Jones Industrial Average reaching new record highs in March, global equities added to their February gains to finish the first quarter on a strong note and record their fourth straight quarterly advance. The TSX Composite rose 3.6% in March for a Q1 gain of 7.3%. For the […]
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Risk Management – Portfolio Insurance
All financial plans are a great way to plan for your future, but unless you are including a risk management component to your plan, you are leaving yourself exposed to potential risks that may render your plan useless. Let’s be honest, how often does life go as planned? Whether you are still working and saving […]
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March 2021 Portfolio Management Team Update
Market & Economic Environment The global equity rally resumed last month after a brief hiatus in January, with North American indices trading at new highs before surging bond yields in the last week of February triggered a pullback. The TSX advanced 4.2% in February, driven by robust gains in multiple sectors – information technology (+9.9%), […]
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