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Lorem ipsum dolor prumus versus lorem.

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KAHBA Members - Sean Cassidy - Financial Advisor, HollisWealth Advisory Services Inc. & Insurance Advisor, HollisWealth Insurance Agency Ltd.

Sean Cassidy - Financial Advisor, HollisWealth Advisory Services Inc. & Insurance Advisor, HollisWealth Insurance Agency Ltd.820 Development Dr.Kingston ON

K7M5V7

Sean Cassidy

613-634-3191 Ext: 4

q115;q101;q97;q110;q46;q99;q97;q115;q115;q105;q100;q121;q64;q104;q111;q108;q108;q105;q115;q119;q101;q97;q108;q116;q104;q46;q99;q111;q109;

http://campbell-graham.com

What does an Advisor do?

An advisor's purpose is to remove or mitigate financial risks for their client.  Risks such as the loss of income from illness, disability or death are dealt with through insurance products.  Risks of outpacing or outliving income and savings require the use of saving strategies and investment products.  The more capable the advisor, the more integrated the two areas become.  The efficiency of that integration, combined with an advisor's specialized knowledge of taxation and law can create substantial gains for clients and their families.

What should you look for in an Advisor?

The advisors that are most sought after are those that are known to be professional and caring.  A person who is always improving their industry knowledge, honouring promises and obligations and who communicates in a timely and meaningful manner with others exemplifies professional conduct.  Genuine listening, setting a client's needs as top priority and commitment to building success in those around them demonstrate an advisor's care.

Why should you interview me as

your Advisor?

Each client’s concerns and goals are carefully listened to and addressed directly.  Each client experiences absolute respect when they see their needs are a top priority, receiving full attention and a consistent communication of results.  Clients witness an ever expanding array of diplomas (and books) decorating the office as new industry designations are always being undertaken.   Because the desire and ability to support financial success are both found within the four walls of my office, it is a space where clients are happy to visit and are happier still when leaving.

You owe it to yourself to get the best council you may.  The position as your financial advisor is one of trust and ideally a role that survives the majority of your lifetime. 

Find out if I'm the right advisor for you.

HollisWealth is a trade name of HollisWealth Advisory Services Inc. and HollisWealth Insurance Agency Ltd.  Mutual Fund products provided by HollisWealth are provided through HollisWealth Advisory Services Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd.

® Registered trademark of The Bank of Nova Scotia, used under licence.

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Category: Advisor

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