I have been a client of Randy Harrison for more than 30 years during which time he has provided outstanding service, valuable advice, and cost effective solutions to risk mitigation and wealth planning at the personal and corporate levels. He has assisted many of my clients with risk mitigation using life insurance, critical illness insurance and prepaid benefit programs and group insurance. Randy is a generous, hardworking and a loyal advisor who finds cost effective solutions for his clients. He has gone to bat on numerous occasions to persuade insurance companies to approve borderline cases for his clients resulting in significant cost savings. I would not hesitate to recommend him and often do.
Greg Kells, President, Owner, Sunbelt Business Brokers Inc
I have worked with Randy in many client situations. Randy has always impressed me with the level of dedication he demonstrates towards his clients. In all my dealings with Randy I can say he provided great service to his clients. Randy cares a great deal about his clients and it comes through in how he deals with them and on their behalf.
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.
Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”). Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia.
Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.
Insurance products are provided through Hollis Insurance.