Our mission is to build long term relationships and partner with our clients as trusted advisors. We provide valuable advice that we feel will greatly enhance our client’s ability to reach their long term financial goals.
We invite you to review some of the studies and information here
The following are presentations made to our clients at various venues to enhance knowledge and understanding about financial markets and wealth management.
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.