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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.

Our Investment Philosophy


We manage your money as we manage our own. Our personal wealth is invested alongside yours to ensure accountability and alignment of interests.
We believe in balanced investing, diversification, and owning excellent businesses that can grow and provide wealth over the long term.
We aim for realistic, long term returns that will allow you to meet your life goals while attempting to minimize risk as much as possible. Short term market fluctuations are simply opportunities.

Read More about Our Investment Philosophy

 

 

 

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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