Our Services

To us, the most important thing is that you understand your financial options so that you can make the best decisions for your family. We'll help you navigate those important decisions - from stock options to risk management products to investment portfolios - and beyond. We'll work with your circle of professionals to stay on top of things so that you feel knowledgeable and confident of your financial plans.

"Terry-Lynn continually meets with us to discuss our situation so that she fully understands our personal and financial goals, and has prepared a plan that will allow us to meet them"
-Todd and Cathy, Wainfleet
* Insurance products are provided through Hollis Insurance. Only services offered through HollisWealth®, a division of Industrial Alliance Securities Inc., are covered by the Canadian Investor Protection Fund.