Adrian Greyling
B. A.Mutual fund representative 1
Parasol Financial Solutions Inc.
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About me
I am a Financial Advisor with HollisWealth and have worked in the financial services industry since 1999. University educated with a Bachelor of Arts degree in Mathematics from York University, I have gone on to complete the Canadian Securities Course, as well as the Branch Managers' Course. Using these tools, I have developed great client relationships by focusing on each client as an individual, uncovering their needs and wants and bridging any gaps that may be found in their financial situation. I am married to Shawna, an Insurance Advisor with Hollis Insurance Inc., and we have three growing children, Leah, Ian and Avery.
A complete service offer to answer your needs
Savings and retirement
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Insurance
Because your needs change over time, I am committed to being there with you to propose the best coverage options based on your needs and your priorities.
- Life Insurance (universal, whole, term)
- Travel Insurance
- Group Life Insurance
- Health and Dental Insurance
- Guaranteed Issue Life Insurance
- Living Benefits (critical illness, disability, long-term care)
- Annuities
- Segregated Funds
Economic news with Sébastien Mc Mahon and his team
Clément has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.
1 With Investia Financial Services Inc.