Banks and Investment
Yvonne Smallwood, CFP®, Investment Advisor with HollisWealth, a division of Industrial Alliance Securities Inc. and Insurance Advisor with Hollis Insurance* Yvonne's mission is to provide value-added service and offers a wide range of investment products, advice and services including retirement & estate planning. Yvonne is able to refer clients to a Mortgage consultant to address their mortgage requirements.
Contact 705-653-5155 to book an appointment.
Yvonne is pleased to advise that the HollisWealth® Campbellford office is currently operating by appointment only during the Pandemic to protect valued clients. Masks are required (can be supplied if one is not available) and hand sanitizer is available to cleanse before and after scheduled meetings. Signage will be updated and is posted at the door to help direct clients on safety protocols. Still offering the same services.
HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. *Insurance products are provided through Hollis Insurance. Only those services offered through HollisWealth, a division of Industrial Alliance Securities Inc. are covered by the Canadian Investor Protection Fund.