Financial Advisors

My husband and I purchased out of country coverage and cancellation insurance for a recent trip. We dealt with Shawna Taylor Greyling of HollisWealth and she was extremely helpful in going through all the information. I would recommend Shawna as the person to deal with for your insurance needs

Mike and Cindy truly care about their clients. Last year I purchased an RESP for my new granddaughter and they were very helpful. I would recommend them to anyone looking to invest.

Heidi is a knowledgeable and considerate professional and I wouldn't hesitate to recommend her!

I’m extremely satisfied with the professionalism, judgment and attentiveness that Jake has demonstrated throughout our relationship. Over the years, he has assembled a fantastic support team that has taken the client experience to a whole new level. Jake has always kept himself informed of current developments, and works hard to stay on the leading edge of change. I know my investments and financial future are in good hands under Jake’s watchful direction. I am pleased to recommend Jake and his team to anyone seeking expert financial advice, from a team who truly care about their clients.