Manulife Securities Investment

Our Story

At Holistic Wealth, we believe that financial planning should be more than just about numbers. It's about achieving a sense of balance and harmony in your life, just like the concept of holistic health. Our approach is centered around providing a comprehensive and proactive service that takes into account all aspects of your financial circumstances, as well as your personal goals and emotional satisfaction.

Our founder, Len Colman, has a passion for helping individuals and families achieve financial confidence and peace of mind. With years of experience in the industry, Len has developed a unique approach that sets us apart from traditional financial advisors. By taking the time to understand your circumstances, goals, and values, we can provide tailored solutions that address your specific needs and challenges.

Our Philosophy

At Holistic Wealth, we believe that financial planning should be a holistic process. This means that we don't just focus on one aspect of your finances, such as investments or insurance, but rather we look at the big picture. We consider all the different components of your financial circumstances, including your personal goals, values, and emotional satisfaction. This approach allows us to provide a comprehensive financial plan that is tailored to your unique needs and goals.

Our philosophy is centered around the idea that financial success is not just about accumulating wealth, but about living a fulfilling life. We believe that everyone deserves to feel confident and in control of their finances, and that's why we're committed to providing a personalized and proactive service that helps our clients achieve their goals.

Our Services

At Holistic Wealth, we offer a wide range of services designed to help individuals and families achieve financial confidence and peace of mind. Our services include:

• Planning and Advisory: Our comprehensive financial planning process takes into account all aspects of your financial circumstances, including your investments, insurance, taxes, and estate planning.
• Investment Products: We offer a range of investment products, including RRSPs, TFSAs, and non-registered investments, designed to help you grow your wealth and achieve your financial goals.
• Wealth Management: Our wealth management services are designed to help you manage your wealth and achieve your long-term goals.
• Insurance Products: We offer a range of insurance products, including life insurance, critical illness insurance, and disability insurance, designed to provide financial protection and peace of mind.
• Tax Preparation: We now offer tax preparation services for individuals, designed to help you navigate the complex tax system and maximize your refund.

Real Life Stories

At Holistic Wealth, we're proud to have helped many individuals and families achieve their financial goals and dreams. Here are just a few examples of how we've made a difference:

• Suzie, a single parent, was able to plan and prepare for the arrival of her new child, thanks to our comprehensive financial planning and tax efficient solutions.
• Walter and Linda, a young couple, were able to achieve their goals of getting married, purchasing a home, and starting a family, thanks to our proactive approach and tailored solutions.

These are just a few examples of how we've helped our clients achieve financial confidence and peace of mind. Whether you're just starting out or nearing retirement, we're here to help you achieve your financial goals and dreams.