On Wednesday August 12th, 2015, Mr. David Yurich was contacted to provide thoughts, insights, and opinions on the Ontario Retirement Pension Plan. Listen to David and Mr. Jason Turnbull of CBC Up North. Attached is the link to the interview: Click Here: CBC Up North: ORPP Interview Read more
Dave has taken a personal interest in the overall financial planning and investment management for our family’s needs. He and his team took the time to fully understand our current needs and long term desires in order to establish an effective fi… read more
Bruce and Diana McCullagh
What sets my relationship with Sound Financial Strategies apart from that I had with other financial advisors, is the fact that their approach is an honest approach that focuses on building trust, rather than simply looking at products or solutions. … read more
We have had Debbie as our financial advisor for over 10 years. Her professionalism and attention to details speaks volumes for both my wife Carolyn and myself. Debbie is very knowledgeable in her field and keeps us up to date on the latest developm… read more
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 license. Sound Financial Strategies Inc is a personal trade name of Susan Nardi.
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 are those of the advisor alone and 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.