Business claimed
Last updated: 6 months ago
Listed in:
Financial Planning
,
Investment Services
About HollisWealth
HollisWealth Advisory Services Inc. is located in the heart of downtown St. Catharines, Ontario. Dedicated to providing professional investment advice with regard to Savings, Retirement, Your Wealth, Go to full description...
Contact information
Additional business details
Email address:
patti.johnson@holliswealth.com
Payment methods accepted:
Wire Transfer, Cheque
HollisWealth Advisory Services Inc. is located in the heart of downtown St. Catharines, Ontario. Dedicated to providing professional investment advice with regard to Savings, Retirement, Your Wealth, Risk Management, Mortgages, and more!
HollisWealth is proud to help families and businesses across the Niagara Region invest in some peace of mind.
With all the uncertainty in the world, some expert advice is your best investment.
HollisWealth proudly serves its clients by looking at a balanced portfolio of investments. The investments need to be basically sound, diversified, have liquidity and a proven track record of good management. Grow Your Saving with Mutual Funds, TFSAs, GICs, Segregated Funds, and Customized Lifestyle Planning.
Prepare for Retirement with RRSPs, RRIFs, LIRA/LIF, Annuities, Pensions, and Estate Planning.
Plan for your Family with Life Insurance, Risk Management (Disability, Health Plans, Critical Illness, Long-term Care) and RESPs.
Services:
Customized Lifestyle Planning, Annuities, Segregated Funds, Risk Management, Corporate Finance, Estate Planning, Financial Planning Consultants, Institutional Sales & Trading, LIRA/LIF, GIC, Mutual Funds, Life Insurance, TFSA, Pensions, RESP, RRSP, RRIF
Languages:
English