How to Discern Between and Choose an Advisor
Discerning between and selecting an advisor can be mystifying for many. We...
We are committed to providing sensible and sustainable asset management solutions for our clients.
HollisWealth & Industrial
Alliance Securities Inc
We are pleased to partner with HollisWealth,
a division of Industrial Alliance Securities Inc.
Sensible and sustainable asset management
Our duty is to our clients; they always come first.
Our independence is essential to ensure client interest remains our priority.
Our commitment to transparency supports a trust relationship.
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Years of experience
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+
Clients Served
Our Process
We need to understand you and what’s important to you. You will also want to get to know us and ask questions. This is potentially the start of a long-term relationship; therefore we need to start it right.
We will ask questions designed for us to gain a deeper understanding of you. We need to know what’s important to you, your various goals & objectives, your assets, liabilities, risk exposures and opportunities.
We will develop a plan that is aligned with your goals and addresses your needs. We will clearly explain and present it to you. We will move towards implementation only once you are comfortable and ready.
We will execute the plan and strategies as agreed upon.
We will maintain regular communication, schedule annual reviews, and monitor your portfolio.
Our Team
Get a Call Back
If you need to speak to us about a general query fill in the form to the right and we will call you back within the same working day
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