Services
HollisWealth provide a diverse range of innovative products and advisory services to corporate, institutional and private clients across Canada.
Financial Advisory
Wealth Planning
Comprehensive Investment Advice
Tax & Estate Planning
Life Insurance & Living Benefits (Hollis Insurance)
Philanthrophy
Retirement Planning
Succession Planning
Financial Planning
Legacy Planning
Capital Markets
Capital Markets
Institutional Sales & Trading
Equity Research
Structured Products
Fixed Income
Foreign Exchange
Investment Management
Closed-End Funds
Hedge Funds
Investment Solutions
Tax-Advantaged Investments
Structured Solutions
Fee Based Account Programs
Stocks, Bonds, & Mutual Funds
Stock Option Exercise Programs
Concentrated Stock Management Strategies
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