The emphasis of my practice is open, honest and frequent communication with a high degree of integrity, stability and quality of service and advice. I am committed to working closely with clients and fostering a one on one relationship that is focused on wealth management and capital preservation. That means peace of mind and being able to sleep at night without worrying about your investments and financial future. HollisWealth is a Canadian owned, innovative wealth management company. Our research team has consistently achieved a high standing within the investment industry; this strategic partnership allows me to receive reports on the most highly ranked mutual funds, top quality stocks and investment grade bonds. This helps me develop and monitor customized portfolios that are tailored to meet each of my clients personal and investment goals.
Address
166 E. Island HIghway, Parksville, V9P 2H3, B.C., Canada
