The Financial Coach™ has been assisting Canadians with their retirement and financial planning needs since 1973. Our unique process called The Financial Coach Approach™ provides a guide to retirement and a proven method for continuing on that journey of life's golden years.

The expertise provided by The Financial Coach™ and The Financial Coach Approach™ can assist you with retirement planning, RRSPs, RRIFs, LIRAs, LRIFs, GICs, Life Insurance, Annuities and many additional products and services.

We welcome and encourage you to browse our site to learn more about our philosophy and how it can help you with your lifestyle planning. We look forward to working with you to meet your unique lifestyle goals!

"The most important aspect of your financial plan is a good night's sleep" ©

Most of us live in two distinct worlds: a world of reality that surrounds us, and a world of dreams and wishes for something better.
It’s not where you are today that counts... it’s where you are headed ©

Disclaimer: ' The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered. HollisWealth is a trade name of Scotia Capital Inc. and HollisWealth Insurance Agency Ltd.  HollisWealth is a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Brokerage services provided by HollisWealth are provided through Scotia Capital Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. ™ Trademark of The Bank of Nova Scotia, used under license..'

The Financial Coach Inc. is an independent company unrelated to HollisWealth, Scotia Capital Inc., and HollisWealth Insurance Agency Ltd. Scotiabank companies have no liability for The Financial Coach Inc