Holliswealth - Tracy Symington

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Contact

Address:
6384 Fortune Drive Unit 1
Ottawa K1C1Y9
ON
Canada
Phone number:
613 824-7777
Email:
ania.czesnik@holliswealth.com

OPEN HOURS

Monday
9:00 - 16:00
Tuesday
9:00 - 16:00
Wednesday
9:00 - 16:00
Thursday
9:00 - 16:00
Friday
9:00 - 16:00
Saturday
Closed
Sunday
Closed

Location on map

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Company description

Whether looking for investment management, dynamic funds services or segregated funds services, we get to know you to clarify your objectives and develop a personal wealth management plan tailored to your specific needs. We then develop strategies based on your timelines, required investment returns and risk tolerance. We pay attention to five key aspects of investing to improve the state of your investments: strategic asset allocation, tactical asset allocation, asset selection, tax-efficiency, and expenses.

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