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Our programs
Silver program
Minimal investment : 1 Million
Gold program
Minimal investment : 5 Millions
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
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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.
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. » »
