Our Unique Approach
Telephone: 519-539-8212 | Toll-free: 1-888-539-8212 | Fax: 519-539-7415

Our Unique Approach

Our Mission Statement

Our mission is to provide financial advice and solutions that enable our clients to reach their goals and live their dreams. Our team of financial planning and investment professionals employs a proven process to better understand each client's situation, clarify personal objectives and deliver innovative solutions relating to investments, insurance, tax and estate planning.

Our commitment to our clients extends to our community through our unique Share the Green initiative by empowering our clients to take responsibility and make the world a better place.

 

Our Value Proposition

  • Unique ProcessThe Wealth Evolution Solution™ is a three stage process that helps you achieve your financial and life goals
  • Clients – Our clients are typically financially responsible individuals or entrepreneurs that require the assistance of financial planning professionals.
  • Clarity – Our process will give you the visual proof that your current plan is solid or requires some adjustments.
  • Confidence – Our clients can make informed financial decisions based on sound up to date information from their financial plan.
  • Financial Goals – We help our clients discover, define and fulfill their objectives and goals through holistic financial planning.

 

What We Believe

  • WE BELIEVE in empowering our clients with the ability to consolidate their wealth, by providing financial planning, investment, tax and estate planning, all under one umbrella – the ‘Net Worth Manager’.
  • WE BELIEVE through flexible thinking, dedication to our client’s goals, and discipline in the way we execute ourselves, creates a strong and successful working relationship with our client’s.
  • WE BELIEVE through sound planning, there is always a better way to manage risk and help your investments grow.
  • WE BELIEVE in making investment decisions based on a time-tested, rules based process, led by in-depth, technical analysis strategies.
  • WE BELIEVE you shouldn’t have to experience the severe downside of the market through a buy and hold approach.
  • WE BELIEVE we have a duty to support those less fortunate than us in the community and around the globe.

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.