We believe in investing in quality financial instruments and base our thinking on research and fact. Most importantly, we make it our business to understand the particular requirements of each and every client. That starts with the realities of what you need today and your vision for the future. We add our expertise and bring structured thinking to the process. Our goals are simple: grow and protect your wealth.
We have five simple beliefs that guide everything we do:
Every person is different. Every financial situation is different. And needs evolve over time. So our focus is on getting to know you – your objectives, your risk tolerance and your planning time frame. Upon that foundation, we build a financial plan.
Start with more than two decades of experience, add a fully accredited team, the full resources of our parent company, plus a network of independent research providers…and you arrive at a high level of financial expertise.
Our clients’ diverse needs inspire us to come up with original and more effective strategies and tactics. Creative solutions are always judged against agreed upon goals and we regularly measure results to ensure our recommendations are on track with expectations.
We follow a strict planning process. It’s only after we have an understanding of where you want to go that we think about a plan. Our plans provide you with options. Together, we review the pros and cons of each option and agree on the best course of action.
We assess financial results in the context of your objectives and risk tolerance. We define success as our ability to exceed your expectations based on these two realities.
Get In Touch With Our Team
Our team of professionals will take you step-by-step through the wealth planning process and develop a comprehensive wealth plan tailored to your personal goals and objectives.
HollisWealth®, a division of Industrial Alliance Securities Inc. and Hollis Insurance Inc.
1 (800) 336-8606
5420 North Service Road, Suite 104
Burlington, Ontario L7L 6C7