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

HollisWealth™ is a trade name of HollisWealth Advisory Services Inc. and HollisWealth Insurance Agency Ltd.  Mutual Fund products provided by HollisWealth are provided through HollisWealth Advisory Services Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. ™ Trademark of The Bank of Nova Scotia, used under licence.

HollisWealth and the Scotiabank companies do not provide income tax preparation services nor do they supervise or review other persons who may provide such services

Sound Financial Strategies Inc. is an independent company unrelated to HollisWealth, HollisWealth Advisory Services Inc., and HollisWealth Insurance Agency Ltd. Scotiabank companies have no liability for Sound Financial Strategies Inc.

Mortgages services provided by referral.


This video was prepared solely by David Yurich who is a registered representative of HollisWealth.  The views and opinions, including any recommendations expressed in this video are those of David Yurich only and not necessarily those of HollisWealth.


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