Contact Us 2018-10-15T17:11:28+00:00

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Talk to us about our Wealth Legacy Plans

We know that you can go anywhere in Canada, and we understand that you have been dealing with
an Advisor to whom you owe a gratitude of thanks during your wealth accumulation phase.

 Our focus is on Retirement Income Planning and Estate Planning.
We are the Specialists who deal with your Final Chapter.

Connect With Our Team

(905) 639-5777
(855) 596-7743

#9-5195 Harvester Road
Burlington, ON
L7L 6E9

HollisWealth®, is a division of Industrial Alliance Securities Inc.

Hollis Insurance Inc.

Wealth Legacy Plans & Tax Solutions

Retirement Income Planning & Estate Planning

2017 INVESCO Canada Award for Lifetime Achievement