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.
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
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.