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.Contact me
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.
Are you about to move in with your significant other?
Will your family soon have a new addition?
Do you believe in your project and know that your products or services meet the needs of the market?
Do you want to leave apartment life behind and buy a home?
Do you want to travel? Are you planning your wedding or your retirement?
It is never too early to start planning for retirement.