To work in partnership with Individuals, Families and Businesses Protecting, Planning & Positioning insurance products and investments vehicles tailored to their immediate and long-term needs.
We will work hard for you to position these products through our resources and Top Canadian Life Insurers in the marketplace, along with great service, integrity & honesty.
Implementing a retirement, estate, and any other form of financial plan may consist of investing in mutual funds, insurance products (such as segregated funds) and other financial instruments. Prospective investors should always obtain a copy of the offering documents in respect of each investment product (such as prospectus, information statement or folder, insurance contract, etc.), and read it carefully, including discussion of any risk factors, fees, expenses, terms, conditions and restrictions. Consult your personal tax and legal advisor before investing.
HollisWealth®, a trade name of Investia Financial Services Inc.