GPWC Investment Insights
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Put your Trust in us and HollisWealth

Our business is built on trust. The trust you place in us is key to our ability to successfully grow your portfolio and ensure the safety of your retirement nest egg. Earning this trust is something we do gradually, over time by demonstrating our commitment to providing you with the best possible service. It's also something we do by working with our partners at HollisWealth.

HollisWealth helps advisors who do business with them maintain the highest standards. All of our trades and management go through HollisWealth. There are stringent compliance standards to ensure the safety of your hard-earned money.

Finding an advisor you can trust also means finding an advisor with the experience and credentials to be able to act in your best interest. Both Paul and David hold the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Advisors with this designation have met high standards of planning professionalism and ensure that their activities abide by a strict code of ethics enforced by the Financial Planners Standards Council.

As we move into the New Year we look forward to maintaining our trusted position with you. Book an appointment and let us know if your needs or wants have changed. We can ensure that your investments match your plans for the future.

HollisWealth® is a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates.

This information has been prepared by [insert Investment Advisor or Portfolio Manager Name] [Investment Advisor/Portfolio Manager] for HollisWealth®, a division of iA Securities, and does not necessarily reflect the opinion of iA Securities. The information contained in this website comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any the securities mentioned. The information contained herein may not apply to all types of investors. The [Investment Advisor/Portfolio Manager] can open accounts only in the provinces where [she is/he is/they are] registered. For more information about HollisWealth®, please consult the official website at www.holliswealth.com. Green Private Wealth Counsel is a personal trade name of Paul Green.

Insurance products provided through Hollis Insurance Inc.