Joe’s career path has always encompassed his entrepreneurial spirit and encouraged others to work hard for their goals as well. With a Diploma in Business Administration from Confederation College and accreditation as a Certified General Accountant, Joe got a taste for self-employment by purchasing an existing bakery and running it, alongside his family members. This further inspired him to start a bakery/café, and later start his own successful accounting practice, while offering consulting services to new entrepreneurs. Now being a CERTIFIED FINANCIAL PLANNER®, Joe has used the various tools he has developed and his knowledge of the income tax rules to work with his many HollisWealth Advisory Services Inc. clients. As their Financial Advisor, he provides investment strategies by looking at their whole financial picture and developing an overall plan.
Doug has always demonstrated his strengths through self-employment. After obtaining his Business Administration Diploma from Lougheed Business College, Doug’s many years of experience growing a small, local fertilizer business into a bi-national corporation has been a marker of entrepreneurship. Doug has utilized his success to be an example and support to many, both locally and in developing countries, in achieving their goals of successful business ownership and management. As a next step to these successes and his growing interest in the area of investments and income strategies, Doug became a CERTIFIED FINANCIAL PLANNER® and has found a niche in helping members of the community to reach their financial goals by providing the best products and services as a Senior Financial Advisor with HollisWealth Advisory Services Inc.
Joanne has been at the forefront of the office since it first opened in 1997. Joanne has developed many positive relationships with our clients over the years, balancing her skills as a people person with her knowledge gained through her many years working in the financial sector. As Branch Manager, Joanne is able to provide the best possible financial direction to each of our clients, while adding the personal touch to the HollisWealth Advisory Services Inc. New Hamburg Branch that people know and trust.
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