Professionally, I started my Financial Planning practice in 1994. After living through the demise of both my parents and witnessing what a lack of understanding they had, I realized what sound planning techniques could do to ensure that one’s lifetime work was not destroyed by an untimely death.
My driving Elements of who I am:
TRUTH: there is nothing more that I appreciate than what a client gives me, and what I have to earn. I endeavour to always to tell you the truth.
STRATEGY: I design strategies and tactics that emulate, what I discover in a review for where you are, what you want and what is the most appropriate solutions for you and how best to implement the these strategies.
IMPACT: this is my ultimate objective. Ensuring that you realize a significant result and an effective outcome from our solutions as a result of my direction and guidance.
My Specialties: Advising you how to affectively Dismantle your Lifetime Accumulation. I will show you how to Plan for cash flow today, for tomorrow, for your survivor and for your estate! The Science of Intelligently Disassembling of your life’s work.
HollisWealth is a trade name and a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. ™ Trademark of The Bank of Nova Scotia, used under license.