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

  • 2018 HollisWealth Waterloo Charity Golf Tournament

    Wednesday, August 15th marks our 11th Annual HollisWealth Waterloo Charity Golf Classic. Proceeds from this tournament will be in support of a charity near and dear to our hearts, Camp McGovern. Camp McGovern is a… read more

  • Summer 2018 Newsletter

    Check out the summer edition of our semi-annual newsletter below for details on our summer office hours, upcoming events and more! Summer 2018 Newsletter read more