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How I Work

Financial products and services are designed to meet the goals of your financial plan, from saving for your child's education using an RESP, or saving for retirement using RRSPs and TFSAs.

I have access to the very best life insurance, investment and retirement income products in the market that can meet your individual and business planning needs.

For Individuals

  • Life insurance which is designed to protect your income, and capital assets from unexpected risks
  • Investment products designed for retirement planning and interim financial goals

For Businesses

  • Group Benefits can help you recruit and retain your employees
  • Life insurance which is designed to solve risks, and plan ahead in your business


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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