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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

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

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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, and epochs,...

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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...

Smithville Whiskey

The Science of H2O: Why Water Matters in Whisky Production

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Water, water everywhere, but not a drop to drink? Not so in whisky production! Here's a playful dive into the scientific significance of water in crafting the spirit we all adore....

Smithville Whiskey

The Grain Game: How Grains Shape the Soul of Whiskey

#whiskey #smithville

Whiskey, a beloved spirit savored around the world, is a product of nature's simplest ingredients. At its heart, whiskey is nothing more than water, yeast, and most importantly,...

Smithville Whiskey

Grain Games: The Whisky Character Playground

#whiskey #smithville

Hello, whisky wanderers! Ready to hop, skip, and jump into the rollicking world of grains and their whimsical influence on whisky character? From the robust charm of barley to...

Smithville Whiskey

Exploring the Spirit of America: The Kentucky Bourbon Trail and Its Impact on the Bourbon Industry

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Hey there, bourbon lovers! Have you ever wanted to wander through the heartland of bourbon production, learn from master distillers, and sip straight from the barrel? If so, there's...

Smithville Whiskey

Single Malt vs. Blended Whiskey: A Comprehensive Guide

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Whether you are a whiskey connoisseur or a casual enthusiast, understanding the nuanced world of whiskey can be a delightful pursuit. Two terms that often spark curiosity are...

Smithville Whiskey

The Chemistry of Whiskey Aging: Impact on Taste and Quality

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Aging is a critical stage in whiskey production. The choice of cask, the length of maturation, and the aging environment all influence the spirit's final character. But what are...

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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