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Financial Planner working with his clients

You're Not a "Standard Template". Should Your Financial Plan Be?

Find Out Why

Welcome

Welcome to our website. It is so important to us that we properly explain our approach to Human Based Business, that we created a website specifically for it.

Simply put, Human Based Business seeks to address the fundamental nature of our dedication to the human individual, rather than to the availability of a product or plan. In essence, we try to fit a round plug in a round hole, rather than forcing it into a square one.

The Basics

There are many available solutions for investing. Our Human Based Business approach fits the plan to the individual, rather than presenting a few plans and "squeezing" the individual into one of them.

Human Based Business is therefore taking the human element and moulding the solution to it, rather than focusing on the availability of financial solutions and choosing one that "nearly fits".

It should all be about YOU!

Want More Info?

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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.

® Registered trademark of The Bank of Nova Scotia, used under licence.