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Darren O'Halloran HBA CFP® & <br/> Tom Jarvis CFP® AMP-image

Darren O'Halloran HBA CFP® &
Tom Jarvis CFP® AMP


CERTIFIED FINANCIAL PLANNERS®, Investment Advisors, Insurance Advisors
705-323-9149
tom.jarvis@holliswealth.com d.ohalloran@holliswealth.com
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  • Industrial Alliance Securities Inc.
  • HollisWealth Insurance Agency Ltd.
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Investment Planning

Never underestimate the value of an investment plan.

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What does the future hold for the economy, financial
markets and policy - in Canada and abroad?

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Putting financial advice
in the picture

As your life changes, so do your financial goals.

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Orillia’s HollisWealth Office would like to welcome you. We appreciate the opportunity to service your financial planning needs. It is our hope that the relationship will be long lasting and financially beneficial to you.

HollisWealth offers a broad array of financial planning products and services including:

  • Mutual Funds, Segregated Funds and Pooled Investments
  • Stocks and Bonds
  • GICs and High Interest Savings Accounts
  • Portfolio Solutions and Asset Allocation
  • Pension Style Management
  • RRSPs, RRIFs, LIFs and LRIFs
  • Pension Plans, IPPs and RCAs
  • Registered Education Savings Plans (RESPs)
  • Mortgages* (Conventional, Residential, Commercial, Industrial, Private)
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Life, Disability, Critical Illness and Mortgage Insurance

Thank you for choosing the Orillia HollisWealth Office. We look forward to assisting you in achieving your financial goals.

Please check out our other pages and links to learn more about some of the products and services we offer, more about our office, how to contact us and interesting information. We welcome any feedback you might have.

*Mortgages by referral.

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Investment Industry Regulatory Organization of Canada (IIROC) Know Your Advisor: IIROC AdvisorReport Canadian Investor Protection Fund
HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.