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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