Sunday, May 29th, 2022

Welcome to our branch of HollisWealth


Welcome to our branch of HollisWealth. David McGruer and a small group of dedicated professionals help people in the Ottawa region implement comprehensive financial strategies to reach their goals in life. Complete financial planning includes cash flow, investments, tax planning, asset positioning, insurance, estate and education planning and most important, advice from an expert..


Investor Behaviour

Dave’s fall 2020 update

First I want to give you an update about my business meeting processes. After 27 years and three office locations I was already thinking about shifting to a flexible office model when the pandemic came along and forced my hand.... 

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Diversification – audio podcast

A discussion of the definition, meaning and application of the principle of diversification to the process of creating an investment portfolio. http://traffic.libsyn.com/principlesofpersonalfinance/Diversification_episode.mp3 Podcast:... 

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Financial advisor value propositions

A discussion of how a financial advisor may add great value or perhaps none at all, depending on the subject in question. http://traffic.libsyn.com/principlesofpersonalfinance/Advisor_value_propositions.mp3 Podcast: Play in new... 

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Contact Us:

HollisWealth

2775 Lancaster Road, Suite 2

Ottawa, Ontario K1B 4V8

Phone: 613-746-9588 Toll free: 866-433-9588

Fax: 613-746-7818

Email: david.mcgruer@holliswealth.com


Click on the map below for directions