Our clients that achieve the highest level of success embrace an integrated approach with their planning. Your financial plan should focus on each vital area of your life in order to implement the strategies best suited for you. To uncover your vision and goals, we need to see your entire landscape, which outlines your complete financial situation. Then, we can build an effective plan that will allow you to live the life of your dreams.
Our advisors are designated Chartered Investment Managers (CIM®), offering the highest quality of portfolio management services through critical analysis of the markets and regular evaluation of investment options. We are also members of the Responsible Investment Association (RIA) demonstrating our commitment and expertise to looking after our valued clients.
You can count on us to be:
Caring - We will support you and share ideas and solutions to help you feel prepared and confident about your wealth and any of life’s challenges.
Competent - We strive to be thorough and exceed your expectations. We will always work with your best interests in mind.
Committed - We value each client relationship and dedicate ourselves to your family’s success for generations to come.
For a sample financial projection, click on the document above.
We take the time to listen to you and learn about your family, what's important to you and what your financial goals are. Services and products are appropriately delivered depending on your life situation.
* Insurance products are provided through Hollis Insurance. Only services offered through HollisWealth®, a division of Industrial Alliance Securities Inc., are covered by the Canadian Investor Protection Fund.