Adrian Greyling
B. A.Mutual fund representative 1
Parasol Financial Solutions Inc.
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About me
I am a Financial Advisor with HollisWealth and have worked in the financial services industry since 1999. University educated with a Bachelor of Arts degree in Mathematics from York University, I have gone on to complete the Canadian Securities Course, as well as the Branch Managers' Course. Using these tools, I have developed great client relationships by focusing on each client as an individual, uncovering their needs and wants and bridging any gaps that may be found in their financial situation. I am married to Shawna, an Insurance Advisor with Hollis Insurance Inc., and we have three growing children, Leah, Ian and Avery.
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Savings and retirement
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
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Learn moreBUYING A HOME
Do you want to leave apartment life behind and buy a home?
Buying a home is one of the most important transactions you will ever make. Being prepared will make the process easier and help you make educated choices.
MOVING IN TOGETHER
Are you about to move in with your significant other?
See what you should plan for in terms of insurance and savings to begin your life together on the right foot.
PLANNING YOUR RETIREMENT
It is never too early to start planning for retirement.
Whatever your dreams for your retirement, having a strategy in advance will give you the tools you need to make them a reality. By having a good understanding of basic financial concepts related to retirement, you can get the most out of the tools available to you.
SAVING FOR A PROJECT
Do you want to travel? Are you planning your wedding or your retirement?
Whether your projects are big or small, you must take the time to organize and figure out how to pay for them.
STARTING A BUSINESS
Do you believe in your project and know that your products or services meet the needs of the market?
Here are a few elements to help you launch your business.
HAVING A CHILD
Will your family soon have a new addition?
Here are a few things to think about to protect your loved ones against the unexpected and prepare for your new arrival.
Economic News with Sébastien Mc Mahon
Clément has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.
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1 With Investia Financial Services Inc.