Take the Essential Steps™
to a wealthier future.

We’re with you, every step.

Our Essential Steps™ will ensure every aspect of your financial well-being is taken care of as we work towards the ultimate goal of financial peace of mind.

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Live for today and plan for tomorrow.

Working together we will balance your priorities today while also planning for your future.

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Tell us what’s important to you.

The heart of our business is to build relationships, to actively listen and understand your needs and wants so that we can establish concrete goals and put strategies in place to achieve them. Let’s get to know each other!

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Nicky Trasias, Investment & Insurance Advisor
CERTIFIED FINANCIAL PLANNER®
HollisWealth, a division of Industrial Alliance Securities Inc., HollisWealth Insurance Agency Ltd.®

Nicky Trasias, Investment & Insurance Advisor
CERTIFIED FINANCIAL PLANNER®
HollisWealth, a division of Industrial Alliance Securities Inc., HollisWealth Insurance Agency Ltd.®

Meet Your Team
Book aconsultation

Research shows that advised households
have more than 4 times the assets of
non-advised households

Source: New Evidence on the Value of Financial Advice, Dr. Jon Cockerline, Ph.D.

48%

One half of Canadians are
underfunding their retirement

Are you on track to live your retirement dream? Talk to us to be certain.

Source: HollisWealth, Global Wealth Management, Scotiabank 2016

“Someone is sitting in the shade today because someone planted a tree a long time ago.”

– Warren Buffet

News

  • Summer 2017 Newsletter

    With summer less than two weeks away, we are pleased to release our second semi-annual newsletter for 2017. Please click the link below for an update on our team, important dates you won’t want to… read more

  • Long-Term Care: A Women’s Issue

    Women care. They spend their whole lives taking care of those around them. Their children, their spouse, their parents, the dog, the cat, the hamster…but there comes a point where it is time to take… read more