CrossPoint Financial | HollisWealth®, a division of Industrial Alliance Securiti Information

Based in Ottawa, Ontario, the CrossPoint Financial team are dedicated to providing excellence in Financial Advisory and Wealth Management Services for clients over their entire lifetime. Specifically, this involves the following services: Manage investments and broker excellent products Create custom financial plans Offer a broad range of insurance* and care years planning services to mitigate risk Assist with estate planning and coordinate with clients’ lawyers Analyze and recommend tax minimization strategies Collaborate with our clients’ accountants to effect proper tax planning The Vandermeer Wealth Management managers are nimble, responsive and active. We are constantly looking for ways to improve how we manage our clients’ portfolios and we will do our best to utilize industry-leading, sophisticated platforms and investment models available to the retail and corporate investor. We believe our clients deserve this level of service and it will be hard to find it elsewhere. HollisWealth is a division of iA Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Vandermeer Wealth Management Inc. is a personal trade name of Brent Vandermeer.