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.
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.
Horizon Partners is a personal trade name of Robbie Jones.
Horizon Partners Ltd. Is an independent company. Scotiabank companies have no liabilities for activities outside of HollisWealth.
Insurance Products provided through Horizon Partners and HollisWealth Insurance Agency Ltd.
Mortgages provided by referral.
HollisWealth Advisory Services Inc. does not provide income tax preparation services nor does it supervise or review other persons who may provide such services.
Implementing a retirement, estate, and any other form of financial plan may consist of investing in securities (which may include mutual funds), insurance products (such as segregated funds) and other financial instruments. Prospective investors should always obtain a copy of the offering documents in respect of each investment product (such as prospectus, information statement or folder, insurance contract, etc.), and read it carefully, including discussion of any risk factors, fees, expenses, terms, conditions and restrictions. Consult your personal tax and legal advisor before investing.