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..
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...Read more of this article
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...Read more of this article
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...Read more of this article
HollisWealth Advisory Services Inc.
2775 Lancaster Road, Suite 2
Ottawa, Ontario K1B 4V8
Phone: 613-746-9588 Toll free: 866-433-9588
Click on the map below for directions