Larry Gaucher, BSA, CFP®, CFA

Investment Advisor

Products and Services

Services provided

  • Retirement planning
  • Financial planning
  • Investment counseling
  • Portfolio analysis
  • Insurance analysis
  • Estate planning
  • Business planning
  • Employee benefits
  • Severance package counseling
  • Retirement allowance rollovers
  • Succession planning
  • Individual pension plans
  • Retirement compensation agreements
  • Farm estate distribution
 

I have access to a large number of other professionals such as lawyers, accountants, tax specialists and insurance specialists to make sure all aspects of your financial plan are taken care of.

My Independence means that I do not represent any single life insurance company, trust company, bank or investment firm. I provide individuals and businesses with direct access to a full range of financial products.

Products provided

  • Private Investment Management
  • Stocks and Bonds
  • Mutual funds
  • GICs
  • Segregated funds
  • Disability insurance
  • Critical illness
  • Flow-Through Shares
  • Life insurance
  • Long Term Care insurance
  • Annuities
  • RRSP & RRIF
  • LIRA, LRIF, LIF & PRIF
  • Registered Education Savings Plans
  • Group insurance
  • Pension plans

HollisWealth is a trade name of Scotia Capital Inc. and HollisWealth Insurance Agency Ltd. HollisWealth is a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Brokerage services provided by HollisWealth are provided through HollisWealth, a division of Scotia Capital Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd.tm Trademark of The Bank of Nova Scotia, used under licence.

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.

 

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