Juliane Goyette

BA

Mutual fund representative 1

HollisWealth

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

I have been working as a financial advisor in Newmarket, Ontario since I graduated from McMaster University in 1994. I am licensed to offer mutual funds and GIC products for several financial institutions.  We provide RRSPs, RRIFs, TFSAs, RESPs, non-registered products and daily interest savings accounts.

My husband and I have two teenage children who are very involved in soccer, skiing, snowboarding and mountain biking. I am very passionate about giving back to those in need. I dedicate many hours to volunteer with the Newmarket Food Pantry and I currently sit on the Board of Directors for our local food bank.

I love to help my clients meet their financial needs no matter what phase of life they are in, whether they are starting out as a first time investor, saving for children's education or entering the retirement years.  I am always happy to meet to with my clients.

A complete service offer to answer your needs

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.

Insurance

Because your needs change over time, I am committed to being there with you to propose the best coverage options based on your needs and your priorities.

  • Life Insurance (universal, whole, term)
  • Travel Insurance
  • Group Life Insurance
  • Health and Dental Insurance
  • Guaranteed Issue Life Insurance
  • Living Benefits (critical illness, disability, long-term care)
  • Annuities
  • Segregated Funds

Why work with a representative?

A representative helps you make the best choices based on your reality and your needs. A representative also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of a representative, you will:

  • Earn more money and learn where and when to invest
  • Receive a personalized financial plan that will help you achieve your objectives
  • Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
  • Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
  • Save time and enough money to carry out your projects
Learn more about the value of a representative
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Economic news with Sébastien Mc Mahon and his team

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.

1 With Investia Financial Services Inc.