Rob Stewart

CFP, CIM

Mutual fund representative 1 Insurance representative

HollisWealth

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

I have been in the business since 1999 and enjoy helping people getting organized; once you are organized, you will have more confidence and control over your plans for the future. 

The most important value is that I am 100% independent, so I can recommend any fund company which is available to meet your needs. Whatever is going to be best for you is what I will use.

My goal is to make sure that you are comfortable with your finances. I truly believe that taking care of the basics is most of the battle. Everyone should have a customized and unique plan, but nothing too complicated. We will work within your budget to hopefully meet your goals and dreams.

My wife Cara (who is also the office manager) and I have two very busy kids involved in dance and hockey, so we are part-time chauffeurs, stagehands, trainers, coaches or whatever else is needed as volunteers.

Please call or email if I can be of help to you!

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.