Our Clients

The key to our success has been developing trusting relationships with all our clients. In order to continue this as we grow, we limit the number of new clients we take on each year. This allows us to work with fewer clients and provide the high level of attention and service clients want.

Our clients include everyone from professionals with young families to retired executives enjoying their golden years. Each client is looking for a personalized financial plan and an advisor willing to listen and offer direction.

To provide you with a better idea of how we work with clients, below are a few hypothetical examples of the types of people we help.



 

 

HollisWealth® is a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates. This information has been prepared by Robert Abboud and Mathieu Paradis for HollisWealth®, a division of iA Securities, and does not necessarily reflect the opinion of iA Securities. The information contained in this document comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any the securities mentioned. The information contained herein may not apply to all types of investors. Robert Abboud and Mathieu Paradis can open accounts only in the provinces where they are registered. For more information about HollisWealth®, please consult the official website at www.holliswealth.com . Wealth Strategies is a personal trade name of Robert Abboud and Mathieu Paradis.

                                              

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