• English
    • Français
Your Private CFO®
  • Home
  • Services
    • The UniTax Portfolio Solution®
    • Alternative investments
    • Contact us
    • Business Exit Strategy
    • Estate Planning
    • Family Office
    • Financial Divorce Specialist
    • Life-Risk Management
    • Owner-Operator Benefits Program
    • Residential or Commercial Mortgage
    • Strategic Tax Deferral Program
    • Tax Services
    • The 20/20 Vision Strategy®
    • The Directed Wealth Program®
  • About Your Private CFO
    • Our Mission
    • Why Your Private CFO®
    • Testimonials
  • Becoming a client
    • How can you prepare
    • Who needs Your Private CFO®
  • English
    • Français
  • Our team

Your Private CFO® Family Office

  • The UniTax Portfolio Solution®
  • The Directed Wealth Program®
  • The 20/20 Vision Strategy®
  • Family Office
  • Life-Risk Management
  • Strategic Tax Deferral Program
  • Business Exit Strategy
  • Financial Divorce Specialist
  • Owner-Operator Benefits Program
  • Alternative investments
  • Residential or Commercial Mortgage
  • Tax Services
  • Estate Planning

Paul R. Drouin is a seasoned wealth management expert with, CERTIFIED FINANCIAL PLANNER® Professional, accreditations, a Wealth Advisor with HollisWealth, a division of Industrial
Alliance Securities Inc.

He has provided comprehensive financial solutions for high net worth Canadian families and overseas since 1990.

Our diverse client list includes entrepreneurs, professionals, agri-entrepreneurs, retirees, and pre-retirees and high-net-worth families. They share a desire for sound investment strategies, designed to minimize risk and deliver dividend growth, as well as an appreciation of our hands-on, proactive management style.

We look forward to discussing how our firm can help you benefit from the solutions that are right for your particular situation, including our financial planning options, proprietary tax-efficient wealth management systems, and other wealth management solutions.

read more »

 

Languages: English, French

 
343 Preston Street, 11th Floor Ottawa Ontario K1S 1N4

Téléphone: 613-319-6545

 

178 rue Jean Proulx, suite 204 Gatineau  (Québec) J8Z 1V3

Téléphone:   819-410-2143 

 

Fax : 613-319-6547

1-800-972-0634
Email:   paul.drouin@holliswealth.com
Contact me

Who is your private CFO®

More than 25 years of experience

  • Canadian Securities Course
  • Certified Financial Planner® Professional
  • Professionnal Financial Planning Course (PFPC)
  • Advanced Investment Advice
  • Strategic Coach Masters Program
  • Level II Insurance License
  • Conduct and Practices Handbook Course

Active in many business and civic organizations in the past (including Le Regroupement des Gens d’Affaires, Canadian Association of Family Enterprise, Greater Ottawa Chamber of Commerce, Kiwanis Club, director of the Ottawa Symphony Orchestra,  Ottawa Executive Association, Association de la Construction du Québec and the Chambre de Commerce de l’Outaouais, and section chair for the Ottawa United Way fundraising committee), present, Royal Ottawa Mental Health Centre,

 

Key services

We specialize in  attending to every detail and ensuring that your roadmap to wealth will keep you on course as your needs change. In addition, we help coordinate the activities of your other professional advisors, including tax accountants, estate lawyers, or real estate agents. All work is performed on a fee—not commission—basis, following an investment strategy that favours diversified growth and minimization of risk.

Glenn Ilott, President, Illot Mechanical Contracting Ltd. Ottawa Ontario

« I have been dealing with Paul Drouin and his team for over 20 years. He works very hard, he's honest and he has helped grow my personal and business assets while saving me taxes. We have developed a great business and personal relationship over the years. »

see all testimonials

Most recent post from our blog

See all post

Our programs

Silver program
Minimal investment : 1 Million

Gold program
Minimal investment : 5 Millions

Platine program
Minimal investment : 10 Millions

Becoming a client

Your Private CFO®

HollisWealth

Services
  • Alternative investments
  • Business Exit Strategy
  • Estate Planning
  • Family Office
  • Financial Divorce Specialist
  • Life-Risk Management
  • Owner-Operator Benefits Program
  • Residential or Commercial Mortgage
  • Strategic Tax Deferral Program
  • Tax Services
  • The 20/20 Vision Strategy®
  • The Directed Wealth Program®
  • The UniTax Portfolio Solution®
About Your Private CFO® Family Office
  • Testimonials
Becoming a client
    Contact us
    Sitemap
    Legal Notices
    Newsletter

    Subscribe to our newsletter and get exclusive offer

    Regulated By IIROCKnow your advisorCIPF Member
    • Home
    • Services
      • The UniTax Portfolio Solution®
      • Alternative investments
      • Contact us
      • Business Exit Strategy
      • Estate Planning
      • Family Office
      • Financial Divorce Specialist
      • Life-Risk Management
      • Owner-Operator Benefits Program
      • Residential or Commercial Mortgage
      • Strategic Tax Deferral Program
      • Tax Services
      • The 20/20 Vision Strategy®
      • The Directed Wealth Program®
    • About Your Private CFO
      • Our Mission
      • Why Your Private CFO®
      • Testimonials
    • Becoming a client
      • How can you prepare
      • Who needs Your Private CFO®
    • English
      • Français