Looking at things from a different perspective gives you a better perspective.
At HollisWealth, we approach wealth management from a different point of view. A point of view rooted in the thinking that we should have deeper relationships with advisors, investors and employees. When we do, we can provide holistic solutions for not only what they ask for, but what they never thought they needed.
We believe that innovation is simply a by-product of helping others. It's a belief that's different from any other firm in the business. It proves that we dig deeper to find solutions. Solutions that make lives better for all those we work with.
Managing Director & Head
We live in a human
world. In which we
deal with numbers.
In the wealth management business, we work with numbers. That's no surprise. But numbers don't define our success as a firm. Because investors are more than just statistics. They're people. People who have goals.
Helping people achieve those goals is how we define success. That's why we look for advisors and employees who are astute and empathetic. Individuals who are business smart but are also approachable, respectful and easy to talk to.
When an advisor knows their client, their stage in life and what they want to achieve, they can dig deeper. It gives our advisors the means to provide every client with a holistic solution to what they're looking for.
What we expect
from our advisors, we
expect from ourselves.
It's important that we know every aspect of an advisor's business to provide them the right tools and training so they can do the best job possible.
Most firms tout the importance of partnerships. We think that the phrase "partnership" goes along with the thinking that a person is their portfolio. It's a less personal connection where success is based on raw numbers.
At HollisWealth, we strive to form relationships with our advisors, investors and employees. We feel it's a deeper connection and is the foundation for how we want to do business.
Innovation is a
We think of ourselves as innovative. That's no surprise. What company doesn't? But we differ in that keeping ourselves ahead of the competition isn't our main objective.
To us, innovation comes through solving a problem for our advisors. The solutions we've arrived at – like digital signatures, iPad applications, and optimized software – come through knowing our advisors' businesses and helping them gain more time to focus on personal relationships with their clients and less on administrative duties.
Flexibility that merges so well with stability.
While our advisors have the freedom to provide independent advice, they also are backed by Scotiabank, a leading multinational financial services provider and Canada's most international bank.