Senior Financial Advisor, HollisWealth Advisory Services Inc.
Insurance Advisor, HollisWealth Insurance Agency Ltd.
Randy's successful 30 plus years career started in 1984 joining his parents & brothers launching their first Property & Casualty Insurance Company - Budget Brokers Limited which provided insurance for automobile, habitational, commercial property, liability D&O, E&O, etc. After the sale in 1999, he continues his insurance career with Advanced Planning Insurance Group, a corporation he started back in 1992.
Randy is a well established and successful Senior Financial Advisor, HollisWealth Advisory Services Inc. and Insurance Advisor, HollisWealth Insurance Agency Ltd. with HollisWealth dedicated to providing his clients with valued insurance and investment advice to help them attain their financial planning objectives. He also emphasizes on Corporate business owners and Personal Life & Health programs as well Segregated and Mutual Fund Investment programs.
Randy is an avid golfer with Clublink, dedicated Senators hockey fan sharing his excitement with clients at his box at the CT Centre, and of course, enjoys traveling and spending time with his wife Joanne and twin stepdaughters and a new grandson and new granddaughter.
Contact Randy directly from this website.
Insurance Advisor, HollisWealth Insurance Agency Ltd
Prior to Jody's Insurance career starting 2001, he had a successful career in the automotive industry working up to the ranks of operating and managing a high profile body shop of a big automotive group in the Ottawa area.
After completing the full LLQP Life Insurance & Accident/Sickness license, he has had a successful career to date since starting in 2001.
Jody enjoys volunteering for the YMCA on all campaigns in his spare time along with getting out with his clubs on the greens. He lives in the east end with his new wife Joanne.
Reach Jody directly 613-799-3001 or email@example.com
Carol has worked with Advanced Planning since 1999 and is known to most of our clients. As Office Assistant to Branch Administration, she oversees the day to day operations to ensure our business runs smoothly.
She has lived in Orleans most of her life with her husband Roger.
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.