News and Events
Telephone: 519-539-8212 | Toll-free: 1-888-539-8212 | Fax: 519-539-7415

March 27 - Cami Seminar Summary

Thank you to everyone that joined us for the CAMI Seminar on March 27.

We had the opportunity to discuss in detail, the the various options CAMI employees have when it comes to their retirement and help to CAMI employees better prepare to retire comfortably.

Stats Canada states that 60% of Canadians between the age of 55-64 do not have enough saved to comfortably retire. At our seminar CAMI employees learned if their retirement plan is ready and protected.

Our goal is help CAMI employees get the MOST out of their pension, whether it be though commuted value or the standard pension. We truly protect our clients money from major stock market declines and understand the pre-retirement and investment planning.

If you missed our seminar, and are interested in more information about CAMI pension options or to just learn about how we protect our clients for severe market downturns, please feel to give us a call at: (519) 539-8212 or email This email address is being protected from spambots. You need JavaScript enabled to view it.

Top 50 Advisors Interview with Paul Green

Once again Paul Green has been ranked as one of the TOP 50 ADVISORS by Wealth Professional Magazine. We had the opportunity to sit down with Paul to ask him a few questions about being ranked as one of the Top 50 Advisors in Canada and what that means to his firm and for the small town of Woodstock.

Read more: Top 50 Advisors Interview with Paul Green

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 Green, Portfolio Manager for HollisWealth®, a division of iA Securities, and does not necessarily reflect the opinion of iA Securities. The information contained in this website 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. Paul Green and Dave Harris, Portfolio Managers, can open accounts only in the provinces where they are registered. For more information about HollisWealth®, please consult the official website at Green Private Wealth Counsel is a personal trade name of Paul Green.

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