DundeeWealth - Red Deer, Alberta

Sherry D.

Who doesn't want to invest with one of the Top 50 Investors in Canada!!!
My husband and I have been so so so happy investing with John Rathwell and his team for over then 10 years. Not only does he provide us with great rates of return regardless of the ups and downs of the markets he creates miracles reducing our tax liability John goes the extra mile educating himself and his team of all tax changes and then working very closely with our accountant planning how to reduce those taxes. We proudly refer friends to John who is a brilliant and trustworthy person. You can't go wrong with the Rathwell Team!!!

Linda D.

My personal review of working with John Rathwell at Rathwell Financial Services (Hollis Wealth) since September of 2013 – Mrs. Linda Davies

My husband and I were referred to John Rathwell by our accountant after an incredibly disappointing experience with a previous investor. We were very sceptical about trusting our life savings with another investment company, and we were quite prepared to just put our money in the bank and make an uneducated attempt at investing it ourselves. Our previous agent had invested our money heavily in high-risk energy investments, and everything we had gained in 3 years was lost in a matter of a few months. We also didn’t realize at the time that our portfolio was completely classified as ‘investment income’ and the tax we owed on our earnings was extremely high. We discovered later that he was not maximizing our Tax Free Savings Accounts (TFSA) and he had no plan whatsoever for our future retirement or taxation situation.

When we first met with John, I can remember him showing me a diagram of all the things he would be overseeing, and that included developing an investment portfolio, tax planning for both our business and personal situations, creating a shareholders agreement with our business partner, reviewing our life insurance policies, RRSP planning, etc. He said their services were “all encompassing” and that gave me confidence in the variety of areas they could offer us their expertise. I felt that if they could see the “big picture” and they knew how to collectively manage all those components, they could put us in the best financial situation for the long haul. I remember him telling us about a special computer program they used and specialized training that he and Jonathan, his son, had received that set their agency apart from many other investment planners and banks. John had many years’ experience working at the bank and with another tax planning company, so he knew what was lacking with those investment models. Being awarded a spot in the “Top 50 Investors and Tax Planners in Canada” was also impressive, and it told me that they must be good at what they do to achieve that. I also liked that the percentage he would charge us for his services would not be hidden, but it would be separated so we could write it off as an expense to our company.

Over the years of being involved with John and his team, we have been very happy with the results he’s achieved with our financial portfolio. The companies and types of investments he’s chosen have been solid, consistent money makers. He watches everything very carefully, and then makes immediate changes if certain stocks aren’t performing adequately. We don’t worry that he would sit back and watch our portfolio plummet without action. He has direct contact with our accountant, and they work together to put us into the best tax situation possible. He has built our portfolio so we are not in a highly taxed ‘investment income’ scenario, and the stocks he’s chosen seem to stand the test of time and the stock market fluctuation. During turbulent times, such as American elections and global pandemics, our investments have decreased but nothing compared to the drastic stock market drops and corrections around the world.

We now live full time on a percentage of our earnings each year, and after three years of doing so our portfolio has remained strong and our tax situation very low. John compiled a detailed and concise retirement plan for us, and it gave us a clear picture of what we could tentatively expect in the years ahead. We always say we could never do what we do, at our age, without the careful planning and oversight of John Rathwell and our accountant. We don’t have a large financial portfolio, but it’s all we have and we’ve saved our entire adult life for it. I cannot overstate what a relief it is for us that we’ve found a competent team to manage it for us.

Lori L. B.

John Rathwell and his team are the most intelligent and trustworthy people in the business! They have guided us through some nasty tax challenges with our small business and we are so grateful for our new future plan and forecast. John is a tax expert and he studies all the new tax laws that the government implements to keep small businesses from feeding government pockets (if you don’t know how the Liberal government has changed laws in 2019 for taxing small business you ought to find out). John also is crazy knowledgeable and has access to a plethora of investment funds which he manages for us bringing us a rate of return that we have never got before from our previous fund managers. We are regretful that we did not find John sooner, thankful that we have him now, and tell everyone about him. Thank you to the Hollis Wealth team!!!

This five star rating is for TRUST.

Garron R.

I've been working with Johnathan and Jon for about 6 months now from the time I met them for the initial conversation. Every step of the way they have been excellent. They answer all my questions in an easy to digest way, they are extremely prompt with their responses, and the results speak for themselves. Their grasp on the market, expertise and investment style are excellent also. I highly recommend them to anyone considering investing.

Sandi O.

Phone to book an appointment to sit down with someone and they told me "they aren't really taking new clients"