Trail Bay Centre
5760 Teredo Street
|Mon – Fri||8:30 am||–||4:30 pm|
Paul Shipton and Omar Duric are licensed Portfolio Managers operating an independent financial advisory practice with offices in Sechelt, Gibsons, and Vancouver. We are licensed and accept Canadian clients from across Canada and the United States.
Our team provides holistic wealth management tailored to our clients’ financial needs and lifestyle goals. Starting from a customized financial life planning process, our team of advisors offer clients an integrated framework for managing their wealth through the following services:
– Discretionary Portfolio Management and Non-Discretionary Investment Advice
– Financial Life and Retirement Planning
– Retail and Private Banking through Scotiabank Group Ltd.
– Tax and Estate Planning
– Insurance Planning*
– Mortgage Brokering
– Cash Flow Optimization and Debt Consolidation Advice
We consider our relationships with our clients as partnerships. We work with clients who are in need of and appreciate sound and independent advice for their management of their wealth, possess an appetite for education, and are motivated to achieve their goals. New clients and referrals are welcome to visit us for a complimentary consultation.
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 HollisWealth, a division of Scotia Capital Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. ™ HollisWealth, its subsidiaries, or its affiliates, including HollisWealth (A Division of Scotia Capital Inc.), does not provide any income tax preparation service and does not supervise or review any income tax returns. Mortgages by referral provided by Invis.