Wealth Strategies is one of Ottawa's premier financial planning firms and provides comprehensive fee-based investment and financial planning. There are no upfront or deferred commissions. Frequently called upon in the local and national media, our team is experienced, trusted and focused on helping our clients.

We partner with a select group of clients and develop life goals financial plans that assist in the achievement of their dreams and goals. We become their "Personal Finance Coach" to help them stay on track.



HollisWealth is a trade name of Scotia Capital Inc. and HollisWealth Insurance Agency Ltd. HollisWealth is a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Brokerage services provided by HollisWealth are provided through HollisWealth, a division of Scotia Capital Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. ™Trademark of the Bank of Nova Scotia, used under license. 

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