HollisWealth – invested in you
At HollisWealth our investment in our clients isn’t just of a business nature – it’s personal. That’s because in working to provide our network of independent Canadian financial advisors and insurance consultants with the tools they need, we are also making a personal commitment to meet the evolving needs of Canadians.
Here in Canada, a growing number of people are seeking the experienced perspective of a proven advisor – a professional who proudly adheres to the principles of honesty and integrity and who always puts their clients’ needs first. We view the connection between clients and advisors as more than just a partnership, but as a long-term relationship.
HollisWealth advisors work closely with their clients to identify their unique financial objectives and to build tailored plans that are closely aligned with each individual client’s personal needs and goals. We, in turn, provide our advisors with the tools they need to help clients achieve these goals: a full suite of investment and insurance solutions, research and analysis from industry-leading experts, and state-of-the-art tools and innovations.
As one of the country’s largest independent financial advisory firms, we are dedicated to helping Canadians obtain trusted financial advice. A wholly-owned subsidiary of Industrial Alliance under its Global Wealth & Insurance division, the HollisWealth financial advisory network consists of approximately 900 advisors in more than 400 locations across Canada.
These HollisWealth advisors are here to listen and to respond to clients’ unique needs. More than just advice, working with a HollisWealth advisor means a lasting commitment to your financial peace of mind.