I am a financial advisor with HollisWealth, a trade name of Investia Financial Services Inc., an insurance advisor with Hollis Insurance Inc., as well as a managing partner with B&A Financial Group. I am also a Certified Financial Planner (CFP) and a Chartered Life Underwriter (CLU). I have worked with many clients to help them achieve financial success and I use my expertise in these areas to assist many diversified families. I have also been awarded one of the Top Most Influential Women in finance.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.