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Bryan Muir grew up in Sherwood Park, Alberta, and earned his first degree...
We’ll help you create a plan just right for you...
For Business Owners
We offer strategic planning for both small businesses and corporations...
Retirement planning is never finished. You will need to manage...
Your financial needs evolve and change as you reach certain landmarks in your life, such as marriage, university, children and retirement. That is why it is important to build a strong relationship with someone who will take the time to listen and understand your needs of today and tomorrow. Read more
As a CERTIFIED FINANCIAL PLANNER® professional and Investment Advisor, my role is to help you with your current financial situation yet help you also prepare for tomorrow. This process will consider your goals, stage in life, personal circumstances as well as your risk tolerance.
Implementing a retirement, estate, and any other form of financial plan may consist of investing in mutual funds, insurance products (such as segregated funds) and other financial instruments.
Prospective investors should always obtain a copy of the offering documents in respect of each investment product (such as prospectus, information statement or folder, insurance contract, etc.), and read it carefully, including discussion of any risk factors, fees, expenses, terms, conditions and restrictions.
Consult your personal tax and legal advisor before investing.
HollisWealth®, a division of Industrial Alliance Securities Inc.