We build not just Net Worth, but HighLifeWorth™ for our clients
We believe in Active Management of client portfolios using Fundamental, Quantitative and Technical Analysis of markets and securities
In our practice at HighLifeWorth™ Wealth Management / HollisWealth™ (a divison of Industrial Alliance Securities Inc.), we take an holistic approach to Wealth Management for our Individual and Corporate clients.
Based on our client's unique financial situation, we use strategies for Wealth Creation, Preservation and Inter-Generational Transfer in a planned and tax efficient manner. We believe in building trusted long term relationship with our clients and their families.
Using active investment management strategies, we reduce risk and thus generate higher Risk Adjusted Returns on our client portfolios.