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HollisWealth

HollisWealth

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5.0 Google Review
3140 Lakeshore Rd #105, Kelowna, British Columbia, V1W 3T1, Canada
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Jun 20, 2016
I have been with Jeremy since 2004. I have always been taken by the personal way he advises me. Jeremy got to know me and my family, our goals and ideas. He then put together a plan that met those needs. He reviews my situation annually and as my needs change he suggests the appropriate adjustments to my portfolio. I have enjoyed getting to know Jeremy. He always very profession in his dealing with me yet I feel like I have a friend who is always looking out for my best interests. I would recommend him to anyone.

Feb 15, 2017
I've been working with Jeremy for years now; I knew him before he started in the business. He's always been professional, yet personable, and I've always felt that my best interests take precedence. We have a pretty unique financial situation (I know, I know, everyone does), but he understands our goals, both short- and long-term, and I've never felt awkward talking about those things with him. I can't think of any reason I'd do business with anyone else, and I don't even live in Kelowna.

Jun 15, 2016
We have relied on the Fulfords at HollisWealth for over 10 years. Their professionalism, keen eye for detail, and desire to help develop our financial portfolio in order for us to plan and live life well has been tremendously beneficial for us. We highly recommend them!

Jun 13, 2016
I was referred to Jeff Fulford when I moved to the Kelowna area. Jeff has helped me to define an investment strategy that fits my current and future goals, as well as, help me to protect those goals through proper insurance planning. Jeff is forthright, honest, and his counsel is very down to earth. His service does not stop with your initial visit. He continually monitors your portfolio, and contacts you with pertinent information. I would recommend Jeff without reservation.

INDUSTRY BLOGS

Whiskey Trails: A Cultural Expedition through Ireland and Scotland

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Whiskeys of the World: Types and Distinctions

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Whiskey Production: 18th Century Methods vs Modern Techniques

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A Spirited History: The Role of Whisky During American Prohibition

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Whisky lovers, get ready for a journey into the past, as today, we're delving into the intriguing role whisky played during one of the most dramatic periods in American history...

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Famous Women and the Repeal of Prohibition: Evolving Perspectives

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While women were instrumental in initiating the Prohibition era, they also played a significant role in its repeal. The societal and cultural shifts during the 1920s and early...

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Buying beachfront property in Costa Rica is often seen as the ultimate lifestyle investment—but it is also a strategic financial move for those looking to diversify internationally...

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Opening Hours

Mon:6:30 am - 4:30 pm
Tue:6:30 am - 4:30 pm
Wed:6:30 am - 4:30 pm Open Today
Thu:6:30 am - 4:30 pm
Fri:6:30 am - 4:30 pm