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Introduction

 

Our Watermark Stone Wealth Management Team is made up of like-minded individuals who share a common belief that “the client comes first”. I’m quite proud to be part of this group of dedicated professionals, which includes people with the expertise to deliver not only professional financial planning and investment services, but also the high level of service and support that clients deserve.

Of course, we operate within the larger corporate setting provided by HollisWealth. HollisWealth is a subsidiary of Industrial Alliance Securities Inc., which is in turn part of iA Financial Group. iA Financial group is a large, stable financial services company that has been operating for more than 125 years in Canada, and which offers HollisWealth advisors a platform from which we can provide our clients access to a broad range of products delivered in an objective, unbiased manner.

Lastly, our team includes our clients…

Our Watermark Stone Wealth Management mission statements says “Our goal is to provide all clients with access to professional financial planning and investment advisory services, delivered in a competent, ethical and trustworthy manner, in order to help them achieve their unique financial goals“, which stems from my belief that everyone deserves access to competent, trustworthy financial expertise. We don’t set minimum asset levels or screen clients by income, occupation or other factors. Instead, we look to work with people who want to succeed, and appreciate the value we provide.

Together, we share the journey to financial stability and success.

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