Committed to you.
Invested in your success.

Committed to you.
Invested in your success.

Wealth Management

Wealth is a commitment
to personal fulfillment, and the freedom to achieve your dreams.

Insurance

Protect your family's financial future with insurance products from a wide range of insurers across Canada.

Group Benefits

Recruit and retain top employees with an attractive benefits plan.

Education

 A post-secondary education is one of the most important gifts you can give. But how will you pay for it?

Estate Planning

Maximize the value of your estate, reduce taxes, and minimize the administrative burden for your executor. 

Life Planning

 It shouldn’t feel overwhelming to minimize your taxes or transfer your wealth

Meet the team

BBA, CIM, CFP

Investment Advisor
HollisWealth, a division of Industrial Alliance Securities Inc.
Insurance Advisor
Hollis Insurance Inc.

BBA

Investment Advisor
HollisWealth, a division of Industrial Alliance Securities Inc.
Insurance Advisor
Hollis Insurance Inc.

Office Manager

Administrative Assistant

We'll help you plan your strategy.

Whether you already know your strategy to financial management or you'd like help building a plan, we're here for you. Give us a call today and let's work together to achieve your goals.