Wealth Management

Successful wealth accumulation is one of the key pillars to achieving your long-term financial goals.  With the right strategies and guidance, we focus on giving our clients the opportunity for growth (upside) while focussing on preserving your investment from downside. 

Candace often hears clients suggest they understand that equity/stock markets fluctuate up and down but she would argue that if you dropped $100 on the floor you are not going to walk over it and leave it behind.  NO ONE IS OKAY WITH LOSING MONEY…that is why our strong analytical approach to wealth accumulation and the investments we chose for our clients is a priority for us.

We are licensed to utilize a breadth of investment and insurance products to help you achieve your long-term wealth accumulation.  Individual stocks, ETFs, mutual funds, GICs, and bonds are some of the more widely used options with our clients.

*Insurance products provided through Hollis Insurance  are independently and separately from Industrial Alliance Securities Inc. Only services offered through HollisWealth®, a division of Industrial Alliance Securities Inc., are covered by the Canadian Investor Protection Fund.