A seasoned advisor provides comprehensive, financial leadership and wealth management solutions to a limited number of successful families and business owners supporting their unique needs and lifetime goals. As a one-stop solution for both personal and business wealth management, I simplify our clients lives by integrating a broad suite of tools covering all aspects of financial planning and discretionary portfolio management.
HollisWealth & Hollis Insurance
2650 Queensview Drive
Ottawa, ON K2B 8H6