Financial Planning &

Investment Counsel

OUR PHILOSOPHY

Financial advice should be personalised and focused on your goals.

A financial plan will help you achieve those goals with the peace of mind you want.

INVESTED IN YOU

Helping you achieve your goals begins with understanding them.

Your needs and those of your family, your business and your future are unique and that's how your wealth should be managed. We believe that by truly listening and understanding the life you envision, we're able to offer advice and guidance that will make it happen.

We are committed to working with you to build a financial plan that will not only help you achieve your investment goals but also manage and simplify all aspects of your financial well-being. 

Sean J Gregory, CFP®, CIM®


Investment Advisor

HollisWealth®, a division of Industrial Alliance Securities Inc.

Insurance Advisor

Hollis Insurance Agency

cfp_large.jpg
604-538-5880
 

Disclaimers

HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

This is not an official website or publication of HollisWealth and the information and opinions contained herein do not necessarily reflect the opinion of HollisWealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by Industrial Alliance Securities Inc., its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.

 

Insurance products provided through Hollis Insurance Agency.