HollisWealth (Scotia Capital Inc.)
Paul Shipton and Omar Duric are licensed Portfolio Managers operating an independent financial advisory practice with offices in Sechelt, Gibsons, and Vancouver. We are licensed and accept Canadian clients from across Canada and the United States.
Our team provides holistic wealth management tailored to our clients' financial needs and lifestyle goals. Starting from a customized financial life planning process, our team of advisors offer clients an integrated framework for managing their wealth through the following services:Discretionary Portfolio Management and Non-Discretionary Investment Advice, Financial Life and Retirement Planning, Retail and Private Banking through Scotiabank Group Ltd., Tax and Estate Planning, Insurance Planning, Mortgage Brokering, Cash Flow Optimization and Debt Consolidation Advice.
We consider our relationships with our clients as partnerships. We work with clients who are in need of and appreciate sound and independent advice for their management of their wealth, possess an appetite for education, and are motivated to achieve their goals. New clients and referrals are welcome to visit us for a complimentary consultation.
HollisWealth™ is a trade name of Scotia Capital Inc. and HollisWealth Insurance Agency Ltd. HollisWealth is a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Brokerage services provided by HollisWealth are provided through HollisWealth, a division of Scotia Capital Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. ™ Trademark of The Bank of Nova Scotia, used under licence.
Type of Business: Financial Services Industry (Stocks, Bonds, Mutual Funds, Investment Accounts, Insurance/Estate/Retirement Planning)
Business Category: Financial Services
Street Address: 101 - 5760 Teredo Street, Sechelt, BC, V0N 3A0
Postal Box: PO Box 2359
How to Find Us: Located on the ground level near Subway
Hours: Monday to Friday, 8:30 am to 4:30 pm. Close weekends and Statutory Holidays.
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