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Quick Links for Clients


  • MissionStatementTo enable our clients to reach their goals and live their dreams.

    Our mission is to provide financial advice and solutions that enable our clients to reach their goals and live their dreams. Our team of financial planning professionals employs a proven process to better understand each client's situation, clarify personal objectives and deliver innovative solutions relating to investments, insurance, tax and estate planning.

  • ValuePropositionOur unique process helps our clients gain clarity and confidence. 

    The Wealth Evolution Solution™ is an eight stage process that helps you achieve your financial and life goals. Our process will give you the visual proof that your current plan is solid or requires some adjustments.

  • WhatWeBelieveBefore we can advise, we must understand the dreams of our clients.

    Our clients need clarity on how they will achieve their financial goals and are looking for ongoing solutions to their financial affairs because they have limited time, knowledge and interest.


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Where to Find Us

HollisWealth is a trade name of Scotia Capital Inc. and HollisWealth Insurance Agency Ltd. HollisWealth is a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Brokerage services provided by HollisWealth are provided through Scotia Capital Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd.™ Trademark of The Bank of Nova Scotia, used under license. Green Financial Group is a personal trade name of Paul Green and David Harris. Scotiabank companies have no liability for activities outside of Scotia Capital Inc., and HollisWealth Insurance Agency Ltd. The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.