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Contact
NameGreg Marles
Telephone519-291-5316
Fax519-291-5121
Websitewww.holliswealth.com
Emailgreg.marles@holliswealth.com
Location
Address 1135 Inkerman St. West
CityListowel
Prov/StateOntario
Zip/Postal CodeN4W 1B8
CountryCanada
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Description

 

Advisors at HollisWealth help individuals achieve their unique financial goals and objectives, showing genuine concern for the client and a commitment to the community. Holliswealth in Listowel is owned by Scotiabank, but operates as an independant advisory firm offering clients highly personalized service, access to the best financial products on the market , financial and retirement planning, insurance, tax services and much more. Being small enough to provide the genuine care that advisors and staff think the client deserves, while having the additional stability and flexibilty associated with being owned by a major bank- makes HollisWealth a very unique and highly effective organization. Client satisfaction has always been the ultimate measure of success and the management and staff stand by their original motto almost 30 years ago " we owe a share of our success to the community in which we do business"

 

We live in a human world in which we deal with numbers.

In the wealth management business, we work with numbers. That's no surprise. But numbers don't define our success as a firm. Because investors are more than just statistics. They're people. People who have goals.

Helping people achieve those goals is how we define success. That's why we look for advisors and employees who are astute and empathetic. Individuals who are business smart but are also approachable, respectful and easy to talk to.

 

 

The North Perth Chamber of Commerce is pleased to present HollisWealth with balloons for being nominated into the 2016 Business Excellence Awards process!

 

 

HollisWealth is recognized as a Community of Character Organization.

 



 


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Current LocationListowel, CA
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