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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

Carrie Nation: A Crucial Catalyst of the Temperance Movement

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Carrie Nation, born Carrie Amelia Moore on November 25, 1846, in Garrard County, Kentucky, was a formidable figure in the American Temperance Movement, known for her audacious methods...

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A Whiskey Journey: From Water Source to Distillery

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Every whisky connoisseur will tell you that the secret to a great whisky lies in three key elements - grain, yeast, and water. But did you know that it's the water, often overlooked,...

Smithville Whiskey

Creating Magic in a Barrel: A Step-by-Step Guide to Crafting Traditional Whiskey

#whiskey #smithville

Hello, whiskey lovers and budding distillers alike! Today, we're taking a fascinating journey into the heart of the distillery to uncover the meticulous step-by-step process of...

Smithville Whiskey

Prohibition and the Transformation of Women's Social Status and Behavior in the 1920s

#whiskey #smithville

The 1920s, often referred to as the "Roaring Twenties," were a time of significant social and cultural change in the United States, particularly for women. One major element of...

Smithville Whiskey

The Great Whisky Adventure: A Journey Back to the Earliest Drops in History

#whiskey #smithville

Join us, dear readers, as we embark on an exciting journey back in time, tracing the footsteps of our whisky-loving ancestors! From the mystic east to the rugged Celtic lands,...

Smithville Whiskey

Whisky 101: A Light-hearted Guide to the Water of Life

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Welcome to Whisky 101, folks! Today, we're exploring the fantastic world of whisky, whisky, whiskey, and, yes, more whisky! Oh, did I mention whisky? By the end of this tour,...

Smithville Whiskey

Whiskey Trails: A Cultural Expedition through Ireland and Scotland

#whiskey #smithville

Whiskey, the golden spirit of the Gaelic lands, embodies more than just a delightful drink. In both Ireland and Scotland, it's a cultural touchstone, holding centuries of history,...

Smithville Whiskey

The Fascinating History of Whiskey: From Earliest Origins to Present Day Popularity

#whiskey #smithville

Whiskey, a distilled alcoholic beverage made from fermented grain mash, has a rich and fascinating history that dates back centuries. Its story traverses continents, cultures,...

Smithville Whiskey


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Opening Hours

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

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