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 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

  • Our clients need clarity on how they will achieve their financial goals.
  • Our clients are looking for ongoing solutions to their financial affairs because they have limited time, knowledge and interest.
  • We must protect our clients from: the media, their emotions, the taxman, and unqualified product driven financial advisors and institutions.
  • Our clients need to focus on what they can control rather than worry about the things they cannot control.
  • Our holistic approach builds a trust that is vital to a successful client/advisor partnership.
  • Our client’s success comes from consistently applying the WES™ process to their personal circumstances.
  • 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., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Green Private Wealth Counsel is an independent company unrelated to HollisWealth and Industrial Alliance Securities Inc. Industrial Alliance Securities Inc. and its related and affiliated companies have no liability for Paul Green.
 
HollisWealth and the Alliance Securities Inc. companies do not provide income tax preparation services nor do they supervise or review other persons who may provide such services.
 
The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are those of the advisor alone and not those of HollisWealth® is a division of Industrial Alliance Securities Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Industrial Alliance Securities Inc.representative is not registered.