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Financial Planning Philosophy

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.

I work very hard at developing a professional relationship, and commit myself to building and maintaining quality recommendations for you and your family.

Through professional consultation and research, I am able to develop and implement innovative approaches to your financial needs.

I commit myself to excellence in building and maintaining quality financial recommendations unique to your situation.

DISCLAIMER

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.

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