With over 26 years of experience as an Investment Advisor, Rick’s expertise allows him to help his clients achieve their financial goals, both short and long-term. Whether it's building wealth, or planning for retirement, Rick’s role is to guide clients through those important life decisions where getting the best professional advice makes all the difference.
Rick's experience includes:
Branch Manager's Designation - 1998
Life Insurance Agent - Level 2 - 1995
Bachelor of Commerce (UBC) - 1984
Life Licensed in British Columbia
Licensed with IIROC in British Columbia, Alberta, and Nova Scotia.
As independent business owners, HollisWealth advisors are personally committed to helping you grow your wealth and achieve financial security. It starts by taking the time to understand who you are and what matters most, and continues every day with a singular dedication, above all else, to be invested in you.
At HollisWealth, we're here to help make that happen by offering our advisors the flexibility to deliver total wealth solutions - and by supporting them with innovative technology, a team-based approach and the entrepreneurial freedom they need to ensure your financial success and well-being.
HollisWealth is backed by iA Financial Group, so you can depend on the stability of 125 years of industry leadership and one of the largest licensed advisor networks in Canada.