At Holistic Fiscal Strategies Inc. Our mission is to build additional long-term wealth, increase protection against factors which can erode wealth and seek to lower or keep the same investment risk tolerance. All we ask for is the opportunity to make a difference in your financial life.
Holistic Approach: Our firm is one of the few in Canada that integrates a holistic approach to finance. Holistic means:
we address the emotional aspects of money
we integrate the protection, savings and growth components
we create strategies to cover a person’s whole life
we integrate personal and business finances