The Morrison Group: HollisWealth
at 284 Geneva St, Suite 6, Saint Catharines , L2N2E8 Canada
Through proper investment planning we can set you on track to meet your goals and make your dreams a reality.
Address and contacts of The Morrison Group: HollisWealth
284 Geneva St, Suite 6
Saint Catharines , ON L2N2E8
Canada Email
Description
We work with our clients in an effort to educate them as much as they are wanting to be educated. We feel that all questions merit the time to work through as you need to be comfortable with the people that are helping shape your investing future. Each of our clients are treated on a case by case basis. We work to ensure that your Risk tolerances are appropriate and that your goals are realistic and achievable. Because we are a family office, we are able to understand family dynamics and transfer or wealth between generations. This gives us a unique ability to work with whole families and bring ideas together that some may not have thought of. We try to work in partnership with our client's Accountant's and Lawyers to develop the best in Tax Efficient Investing as well as set up their Estate's for ease of transition.
Opening time
- Mondays: 09:00- 17:00
- Tuesdays: 09:00- 17:00
- Wednesdays: 09:00- 17:00
- Thursdays: 09:00- 17:00
- Fridays: 09:00- 17:00
Company Rating
107 FB users likes The Morrison Group: HollisWealth, set it to 10 position in Likes Rating for Saint Catharines, Ontario in Bank/Financial Service category
Summary
The Morrison Group: HollisWealth is Saint Catharines based place and this enity listed in Insurance Agent category. Located at 284 Geneva St, Suite 6 ON L2N2E8. Contact phone number of The Morrison Group: HollisWealth: 905-937-0962/1-888-568-6893
Bank/Financial Service category, Saint Catharines
Suite 200, 20 Corporate Park Dr. Saint Catharines , ON L2S 3W2 Canada
Regardless of any point of life your at, there's always options. Lets figure out your easiest path to Financial Freedom.
75 Corporate Park Dr Saint Catharines , ON null Canada
3973 Glendale Ave. Saint Catharines , ON L0R 2C0 Canada
I apply an Wholistic and Life Planning process for Business owners, families and individuals from all multi generational age groups. We incorporate all the details and aspects of money matters over your entire life's financial model for you to achieve your fullest financial potential.