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Sean J Gregory, CFP®, CIM®

Investment Advisor

HollisWealth®, a division of Industrial Alliance Securities Inc.

Insurance Advisor

Hollis Insurance Agency

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WHY WORK WITH OUR OFFICE

At our office we are committed to flexible thinking, dedication and discipline, demonstrated in these five fundamental qualities:

Collaborative

We take the time to listen and have real conversations, so we can build a meaningful and lasting relationship with you over the long-term.

Transparent

We are committed to earning your confidence every day through hard work, thoughtful planning and absolute honesty and openness.

Holistic

We guide you through a disciplined process that's designed to identify your objectives, align your investment strategy with your personal situation and build a total wealth plan.

Independent

We have the freedom to make independent choices and can choose from a full suite of wealth solutions to find the options that best suit your needs.

Entrepreneurial

Your success is our success. You can trust that our efforts are always focused on offering you quality investments, professional analysis and sound, unbiased advice tailored to meet your goals and objectives.

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ABOUT US

As a CERTIFIED FINANCIAL  PLANNER®  Professional Sean is committed to helping his clients with comprehensive financial advice. 

He has earned the Chartered Investment Manager designation, demonstrating a proficiency in investment advice.

Our office provides full-service wealth management, which begins with a comprehensive written financial plan, a purposeful investment policy, and account services to implement the plan and recommendations.

Sean takes a personalised approach to wealth management, recognising each client has a unique set of goals and objectives. A holistic approach that takes into account your complete financial picture and a measured approach to risk management.

Sean is a graduate of UBC with a bachelor's degree in Science. When not at work, Sean is busy with his three young children exploring the BC wilderness by foot, kayak, and ski.