Our team will act with professionalism at all times adhering to the high standards set within, by the Investment Industry Regulatory Organisation of Canada, and by the CFP® professional bodies and our Dealer. Our continual commitment to higher educational standards for all of our staff, allows us to provide a high level of skill.
Independence empowers us to always act in our client's best interest. Our client's best interest forms the basis for all decision-making.
Adding value to our relationships centers on providing the right product or service at all times. All client dealings are by being honest and this develops trust. Trust forms the basis of all of our relationships.
We are committed continuously improving what we do and how we do it. We engage with our clients to create innovative solutions that support their objectives and directly contribute to their success.
We believe in open, clear and honest communication. We say what we mean and do what we say. It's that simple!
There is no substitute for hard work. We are diligent and determined. We work hard to understand our clients' goals to develop the best plan for the long term. We work hard to earn their trust and we work harder to keep it.
Implementing a retirement, estate, and any other form of financial plan may consist of investing in 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.
HollisWealth®, a division of Industrial Alliance Securities Inc.