SIMPLIFY - CLARIFY - EXECUTE
INVESTED IN YOU
VISION
To act as your Personal CFO, by integrating all aspects of your Net Worth, including: tax strategies, estate planning, risk management, investments and debt management.
MISSION
To take a comprehensive approach to ensure that all aspects of your Financial Blueprint work in harmony with your specific goals.
COMMITMENT
We are committed to providing exceptional service across all aspects of the client experience.
BREAKING NEWS
January 2020
As we are now into our third year under the new dealer, Industrial Alliance Securities Inc., regulatory requirements mandate that we review all client accounts and submit updated account documentation by mid-2020. For some of our clients we have already re-papered your accounts and this will not affect you. For others who we have not met with recently, we will be reaching out to you soon to schedule a meeting. This is a good opportunity for us to touch base and to ensure that we are continuing to meet all of your needs and expectations.
As always, please don't hesitate to reach out to our office should you have any questions or concerns.
We look forward to catching up with you soon!
CONTACT US
HollisWealth®,
a division of Industrial Alliance Securities Inc.
6 Garamond Court
Suite 260
Toronto, ON M3C 1Z5
Tel: 416-510-1565
Toll-Free: 1-800-294-5592
Fax: 416-510-1011
Getting Here:
Our offices are located on the second floor of the Japanese Canadian Cultural Centre at 6 Garamond Court (across from the Aga Khan Museum). There is free parking in the JCCC's private lot.
By car:
From the 401, merge onto the southbound Don Valley Parkway & take the Wynford exit. Turn right (west) at the end of the ramp. Garamond Court is the first street on the right
From the Gardiner Expressway, merge onto the northbound Don Valley Parkway & take the Eglinton exit. Turn right onto Gervais (before the Superstore), then right onto Wynford Dr at the lights. Garamond Court is the first street on the left.
By TTC:
#100 (Flemingdon) bus from Eglinton or Broadview subway station
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Please call the office to contact us.
Thank you for your understanding.