Our mission is to build long-term relationships and partner with our clients as trusted advisors. Our client’s trust our team with their financial future and the financial future of their families. Our work frees up valuable time for our clients so that they have the security they need to focus on what is most important to them - their families, their retirement and their health.
We help Canadian families bring momentum, clarity, harmony and control to their wealth-building while eradicating the risks along the way. By re-positioning their monthly income, we make their money work harder for them.
We develop programs to combat the deteriorating healthcare system, over-burdened government welfare and disjointed company benefits. Most people are long on life and short on cash when it matters most. For pennies on the dollar we can change this with the stroke of a pen.
Our goal is to provide the PAYCHEQUES and PLAYCHEQUES you need for your retirement. We’ll also ensure successful transition of your assets and wealth to those who you care about most. We can protect you by ensuring that your parents never become a financial burden to you so that they never run out of income before they run out of years. Educating your own kids and bringing momentum to your savings are also by-products of our planning model.
Call us today for a relaxed 30 minute discussion and exchange of ideas.
HollisWealth Insurance Agency Ltd.
HollisWealth Insurance Agency Ltd.
V.P. & Portfolio Manager, 1832 Asset Management L.P.
Donald joined Scotia Capital-1832 Asset Management LP in 1997 and brings with him a history of excellence in building client relationships. In addition to having strong investment expertise and an in-depth knowledge of capital markets, Donald has the acumen suited to providing the appropriate counsel to our high net worth clients. Donald's primary client focus is in providing investment management services to business owners, small institutions and multi-employer pension plans.
Living Benefits Specialists, HollisWealth Insurance Agency Ltd.
Jennifer is a recognized expert in living benefits with extensive expertise in long term care insurance sales and training. Jennifer is the founder and Senior Specialist of LTCI Consulting Inc. which provides insurance advice with respect to all living benefit options.
Mortgage Agent, INVIS
Lori was born and raised in the Waterloo area. She has a diploma in accounting from Conestoga College. Lori has 12 years experience as an independent mortgage agent. Striving for excellence and exceeding client's expectations is Lori’s philosophy. Lori helps aide our clients in fulfilling their dream of owning a home.
Mandorin, Snyder LLP Barristers & Solicitors
Bruce has more than 30 years experience as a solicitor practicing primarily in the areas of corporate commercial law, including mergers and acquisitions, wills and estates and real estate, both commercial and residential. Bruce graduated from Osgoode Hall Law School in 1976 and was called to the Bar in 1978.
Life Income & Legacy Specialist, HollisWealth Insurance Agency Ltd
Following a 45 year career in the Financial Services industry, with the last 25 as a Financial Advisor, Chris now specializes in providing guaranteed life-time income solutions and value-based legacy planning to individuals and families who are currently enjoying retirement, or who are planning to retire in the near future.
MAC LLP Chartered Professional Accountants
Randy, a partner in the Waterloo office, specializes in advising individual clients and owner-managed businesses in achieving their goals by providing accounting, financing, budgeting, income tax services and other business advisory services. Randy is known for providing exceptional client service working with his clients as they grow and succeed.
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.