Sunday, October 23rd, 2016

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

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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They think… I know

In my experience, my business philosophy is different from many financial advisors.  Imagine you are meeting an advisor for an initial interview. The discussion likely centers on what you think you want. You might do a questionnaire... 

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Why does pessimism sound so smart?

I came across this terrific article that talks about several reasons why the press, politicians and most everyone else tends to treat optimists like reckless cheerleaders and pessimists as intellectually captivating.  In Matt... 

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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


Click on the map below for directions