Sean J Gregory, CFP®, CIM®
HollisWealth®, a division of Industrial Alliance Securities Inc.
Hollis Insurance Agency
WHY WORK WITH OUR OFFICE
At our office we are committed to flexible thinking, dedication and discipline, demonstrated in these five fundamental qualities:
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.
We are committed to earning your confidence every day through hard work, thoughtful planning and absolute honesty and openness.
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.
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.
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.
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.