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.