One_Stop_Wealth_Client-Package

N E S T O Pw e a l t h

Wealth Management for all facets of your life

wwww.onestopwealthmanagement.com

About Holliswealth

HollisWealth is a wholly owned subsidiary of Scotiabank and part of the Bank’s Global Wealth & Insurance division. As one of Canada’s premier

independent financial advisory networks, we provide diversified investment and wealth management services to individuals, families, corporations and

foundations.

HollisWealth supports innovative wealth management through a network of independent advisors who operate under the HollisWealth brand. This

financial advisory network consists of approximately 900 advisors of multi-ple regulated entities who reside in over 400 locations across Canada.

One Stop WealthAt One Stop, we believe wealth management is much more than managing

investment accounts. We focus on balance sheet planning whereby we effectively manage all aspects of wealth including debts and investments

while implementing solutions to protect and mitigate risks. Whether we are building on existing wealth, protecting family’s financial security, or thinking about a legacy for the next generation, our full service wealth management

platform enables you and your family to prosper now and into the next generation.

RETIREMEMENT PLANNING INSURANCE PLANNING TAX MANAGEMENT

INVESTMENT ADVISORY LEGACY & CHARITY ESTATE CONSIDERATIONS

CHILDREN & EDUCATION MORTGAGE SOLUTIONS BUSINESS CONSULTING

Our Services

Kian Ghanei Certified Financial Planner and Lead

Investment Strategist

HollisWealth – Scotia Capital [email protected]

604.895.3477

Zahra Jenab Family Lawyer and Mediator

Jenab & Company Law Corporation [email protected]

604.925.6005

Robert Evdokimenko Group Retirement and Benefits

Advisor

Apri Insurance Services Inc. [email protected]

604.605.3662

Russ Morrison Mortgage Specialist

Invis [email protected]

604.671.8515

Team

Working with a team of advisors means better access to expertise, support, and technology. Our approach ensures that you have a team of both internal and external professionals to help you.

Kevin BaliksiSenior Insurance Consultant

HollisWealth, Global Wealth [email protected]

604.895.3361

Justin StrohscheinAssociate Investment Advisor

HollisWealth, Global Wealth [email protected]

604.895.3486

Kelly LohnChartered Professional Accountant

Lohn Caulder [email protected]

604.687.5444

Litza Anderson Senior Will & Estate Planner

Scotia Trust [email protected]

604.717.5507

Yael DirnfeldSenior Manager, Private Banking

Scotia [email protected]

604.668.2198

Investment Discipline“Investors have an insatiable appetite for growth but most lack the systems to implement an effective exist

strategy. This results in an indirect buy & hold strategy leading to long-term misalignment with favoured asset classes”. Kian Ghanei

At One Stop, we feel that an effective exist strategy is equally as important as capital growth. We strive to manage both! Our investment discipline relies on the principle of Relative-Strength to take advan-tage of positive global trends while avoiding major market downturns. At any point in time, our Rela-

tive-Strength platform empowers our clients to take advantage of strong asset classes while avoiding weak ones.

Investment SelectionDependant on your investment goals, we have carefully constructed 4 model portfolios to meet your

needs. Our Model Portfolios include Conservative, Income, Balanced, and Growth. Our Rela-tive-Strength discipline is used to select from a wide number of securities to provide the growth and

protection our clients require.

· Individual Equities· Exchange Traded Funds· Mutual Funds· Alternative Investments· Cash Alternatives

100

50

02005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015

2014

Us Equities

International Equities

Canadian Equities

Global Bonds

Canadian Bonds

Cash

Commodities

2015

Us Equities

Global Bonds

International Equities

Canadian Equities

Cash

Canadian Bonds

Commodities

2016

?

Relat

ive St

rengt

h

Portfolio Fee AdvantageAdvisory fees should be clearly communicated and agreed upon before the engagement of

a wealth advisory relationship. Our competitive flat-fee model is designed to allow you to prosper without compromising your financial success. The advisory fee is related to the

balance of your investable assets and will include all other costs associated with our services listed above.

E-Statements, Technologies, and Online Access

We use the latest technology to deliver simple and industry-leading analysis, services, and reports for our clients. We strive to be at the forefront of our industry in terms of what we offer

and how we run our practice. Some of these initiatives include:

• Online access and e-statements,• Sophisticated model portfolio in fee-based accounts,

• Financial modeling and planning applications,• Ability to offer virtual client meetings, and,

• Secure online storage.

SITDOWN MEETING (1 HOUR)• Introduction• 5 step process overview• Discussing objectives & goals• Discussing values & philosophies

CURRENT ANALYSIS• Courier documents• Confirm data• Analyze investments, insurance, debt, & legal assessment

IDEAS & OPPORTUNITIES MEETING (2 HOURS)• Present portfolio construction• Found opportunities on debt management• Risk mitigation• Discussion of legal documentations

IMPLEMENTATION MEETING (2 HOURS)• Investment plan implementation• Cash flow management plan• Protection plan

WRAP-UP• Summary of discussions• Action plan• Ongoing reviews• Annual KYC updates

STEP 1

STEP 2

STEP 3

STEP 4

STEP 5

Personalized OneStop Process