Wednesday, September 20th, 2017

Welcome to our branch of HollisWealth Advisory Services Inc.


Welcome to our branch of HollisWealth Advisory Services Inc. David McGruer and a small group of dedicated professionals help people in the Ottawa region implement comprehensive financial strategies to reach their goals in life. Complete financial planning includes cash flow, investments, tax planning, asset positioning, insurance, estate and education planning and most important, advice from an expert..


Investor Behaviour

Diversification – audio podcast

A discussion of the definition, meaning and application of the principle of diversification to the process of creating an investment portfolio. http://traffic.libsyn.com/principlesofpersonalfinance/Diversification_episode.mp3Podcast:... 

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Financial advisor value propositions

A discussion of how a financial advisor may add great value or perhaps none at all, depending on the subject in question. http://traffic.libsyn.com/principlesofpersonalfinance/Advisor_value_propositions.mp3Podcast: Play in new... 

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Federal Budget 2016 changes tax rule about corporate class mutual funds

2016 Budget measure: Corporate Class Mutual Funds Canadian mutual funds can be in the legal form of a trust or a corporation. While most funds are structured as mutual fund trusts, many are also structured as mutual fund corporations... 

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Contact Us:

HollisWealth Advisory Services Inc.

2775 Lancaster Road, Suite 2

Ottawa, Ontario K1B 4V8

Phone: 613-746-9588 Toll free: 866-433-9588

Fax: 613-746-7818

Email: david.mcgruer@holliswealth.com


Click on the map below for directions