Total wealth management is a means to an end. The financial planning, investment management and the many other strategies we employ to build and protect wealth make sense only when tied directly to your specific personal and professional goals.
Like you, we believe that health, wealth and happiness are admirable objectives. But we recognize that – in the real world – a solid foundation of financial security goes a long way to making those aspirations achievable. And that is where we come in.
We take the time and trouble to understand more than your financial goals, important though they are. We try to grasp your values and understand what you want out of life. That takes insight, discipline, sensitivity and – above all – discretion.
Working with prosperous families, professionals and business owners in Montreal and surrounding areas, we believe that our approach will make you feel comfortably in control of your financial future. And that’s a dream worth embracing.
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 are those of the advisor alone and 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.