My clients are my partners. As an Investment Advisor and CERTIFIED FINANCIAL PLANNER® professional, my
goal is to help you reach your financial goals today and in retirement
through superior service and solutions. By being partners, we share the
I am committed to providing you with leading edge financial advice supported
by innovative products, services and systems to deliver consistently
on that promise. By putting my clients’ needs first, I provide
timely and knowledgeable advice.
My focus is on building long-term, multigenerational relationships with
my clients as well as assisting those owning small businesses with their
Providing Financial Peace of Mind for Over 20 Years.
HollisWealth is a trade name of Scotia Capital Inc. and HollisWealth Insurance Agency Ltd. HollisWealth is a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Brokerage services provided by HollisWealth are provided through Scotia Capital Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. ™ Trademark of The Bank of Nova Scotia, used under license.
The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.
Commissions, trailing commissions, management fees, and expenses all
be associated with mutual fund investments. Please read the prospectus
before investing. Mutual funds are not guaranteed, their values change
frequently and past performance may not be repeated.