Personal trade name homepage Drouin Wealth Innovations is a personal trade name of Paul R. Drouin
Website disclaimer
HollisWealth is a trade name of Scotia Capital Inc. and HollisWealth Insurance Agency Ltd. HollisWealth is a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Brokerage services provided by HollisWealth are provided through Scotia Capital Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. ™Trademark of The Bank of Nova Scotia, used under license.
  The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are those of the advisor alone and not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.
Mortgage referral disclaimer Webpage titled “High Net Worth clients. Your Private CFO”In the subsection  (Mortgages) Mortgages by referral are provided through Invis.
Tax prep disclaimer Webpage titled “High Net Worth Portfolio Management from Your Private CFO,”in the subsection Tax services HollisWealth and the Scotiabank companies do not provide income tax preparation services nor do they supervise or review other persons who may provide such services.
Hedge fund disclaimer Webpage titled “High Net Worth Portfolio Management from Your Private CFO,”in the subsection Alternative Investments, after the words hedge fund in the running text  Prospective investors should read the relevant Offering Memorandum including tax consequences and associated risks. There are certain risks associated with these types of securities; you are encouraged to discuss your investment strategy with your personal tax, legal and investment professionals before investing. Unlike mutual funds, hedge funds and other exempt offerings are not subject to the same degree of regulatory oversight as are securities offered by way of a prospectus.
Leverage disclaimer In the section Private Banking, 3rd bullet, after the word leverage Borrowing to invest is not suitable for everyone. You should be fully aware of the risks and benefits associated with using borrowed money to invest since losses as well as gains may be magnified.
 
Financial Planning disclaimer• CERTIFIED FINANCIAL PLANNER® Professional• Financial Divorce Specialist (CFDS)• Professional Financial Planner (PFP)• Strategic Coach Masters Program   Implementing a retirement, estate, and any other form of financial plan may consist of investing in securities (which may include mutual funds), insurance products (such as segregated funds) and other financial instruments. Prospective investors should always obtain a copy of the offering documents in respect of each investment product (such as prospectus, information statement or folder, insurance contract, etc.), and read it carefully, including discussion of any risk factors, fees, expenses, terms, conditions and restrictions. Consult your personal tax and legal advisor before investing.
Names of trademarked products, possibly including:Directed Wealth Program®Strategic Tax Deferral Program®ScotiaGold Passport™ VISAScotiaLine® VISA   “XXX” is a trademark of “XXX”, used by permission”