In Antigonish, peoples' passions fuel their investments. We believe that the ownership of profitable businesses can help your investments. We help clients throughout Nova Scotia and beyond achieve financial independence by investing in these profitable businesses.
The most profitable businesses are:
- Difficult to live without.
- Difficult to compete with.
- Difficult to replicate.
The best businesses strengthen themselves through continued reinvestment and pay their owners a large and growing dividend stream.
You may find yourself in any one of the following three financial phases in your life:
- Phase 1: Wealth Accumulation (building your portfolio)
- Phase 2: Wealth Development (growing your portfolio)
- Phase 3: Wealth Preservation (preserving your portfolio)
We will work together in developing your personal financial plan, with a specific focus on minimizing your taxes, planning for your children's education, saving for retirement and organizing the succession of your estate.
Our goal is to help you identify and quantify your financial goals, develop and implement strategies to reach your goals, monitor and adjust your investments to keep you on track.
HollisWealth believes in sound financial advice so our clients can better plan their investments and lifelong goals. Those in the Antigonish area desire someone who understands that family and business are often related through finances and, through proper advice and investments, your finances, business and family will be stronger.