Thursday, July 18th, 2019

David McGruer CFP®


David McGruer CFP

David McGruerCFP®, Financial Advisor HollisWealth is a trade name of Investia Financial Services Inc.

He makes the complex world of investment, taxation, insurance  and other aspects of planning easier to understand and helps clients stick to the principles which actually work.  Besides advice, he can provide both investment (HollisWealth is a trade name of Investia Financial Services Inc.) and insurance (Hollis Insurance) products and has been a financial advisor since 1993.

David taught at Concordia and McGill universities for two years and in an arctic school for four years before becoming a financial advisor.

David currently serves on the board of the Ottawa Chapter of Advocis (The Financial Advisors Association of Canada) and is a Past-President of the Chapter.