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The future can be unknown, but investing does not have to be. Trust us to look after your family’s investments.

Jim Wilson, B.Comm., CFP®

Director Private Client Group at HollisWealth®,
a division of Industrial Alliance Inc.
Sr. Insurance Advisor at HollisWealth Insurance Agency ltd.

Calculators

RETIREMENT PLANNING

INVESTMENT AND SAVING

MORTGAGE AND LENDING

  • Mortgage Qualifier
    Use this calculator to find out how much you could qualify for and what your monthly payments would be.
  • Mortgage and Loan Amortization Scheduler
    This easy to use tool provides a detailed payment schedule for your mortgage or loan.
  • Debt Consolidator
    This calculator can show you how much you might save by consolidating your debt at a lower interest rate.

PERSONAL FINANCE

  • Household Cash Flow Statement
    The first step in building a wise financial plan is determining your family's income and expenses.
  • Net Worth Statement
    Complete your personal financial picture by pinpointing your personal assets and liabilities.

Contact Us

Give Us a Call

Wilson Financial Team
3075 Ridgeway Dr. Suite 45
Mississauga, ON L5L 5M6

Tel. (905) 608-2255
Fax. (905) 608-1155
Toll free. 1 (800) 428-4472

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