Banks and Investment

About Us

Yvonne Smallwood, CFP® and Investment Advisor with HollisWealth®, a division of Industrial Alliance Securities Inc. and Insurance Advisor with Hollis Insurance Inc. 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. 25 Doxsee Ave. S., Campbellford. 705-653-5155.
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 provided through Hollis Insurance Inc.