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Financial Planner working with his clients

It's important to know what people stand for

The 4-Way Test Is OUR WAY Of Doing Business.

Find Out Why

Welcome

Welcome to our website. It is unusual for a service provider to create an entire web resource on their ethical principals, but we believe this should not be so.

We believe being as open and transparent as possible as to our ethical standpoints and business practices is extremely important.

The Site

To have a laid-out, transparent and certain ethical approach to business gives us an advantage in explaining why our team can represent your financial needs.

We believe that the 4-Way Test gives us an easy to understand platform to base our client's expectations and how we interact with them.

Want More Info?

Email us for more on our philosophies, services and practices today

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HollisWealth is a trade name of HollisWealth Advisory Services Inc. and HollisWealth Insurance Agency Ltd. Mutual Fund products provided by HollisWealth are provided through HollisWealth Advisory Services Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd.

® Registered trademark of The Bank of Nova Scotia, used under licence.