Sunday, May 29th, 2022


David McGruer CFP

David McGruer CFP® Financial Advisor, HollisWealth Advisory 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 Advisory Services Inc.) and insurance (HollisWealth Insurance Agency Ltd.) 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.