Our Values

Every one of our decisions is made with the client’s best interest at heart. Our core central values that guide all of our dealings with clients, suppliers and partners.

  • Integrity:

    We treat each one of our clients with honesty, dignity and integrity.

  • Respect:

    We listen carefully to our clients’ needs and desires and always take them into consideration before recommending a solution or products

  • Knowledge:

    We stay on top of trends in the world of financial planning and asset management and we share our knowledge with our clients.

  • Fairness:

    We make sure that our clients are treated with fairness and objectivity. We strive to provide services that will enhance the well-being of our clients

  • Balance:

    We seek the best possible investment returns for our clients while ensuring that their portfolio is stabled and well-balanced.

Meet our team

LUC BESSETTE

CPCA, CFP®, CIM, FCSI

Portfolio Manager
Senior Investment Advisor
HollisWealth, a division of Industrial
Alliance Securities Inc.
Insurance Advisor
Hollis Insurance

NICOLAS BROUSSEAU

FPSC Level 1®

Associate Investment Advisor
HollisWealth, a division of Industrial Alliance Securities Inc.

CHRIS DRYDEN

CFP®

Associate Investment Advisor
HollisWealth, a division of Industrial Alliance Securities Inc

SUZIE BOUCHER

Executive Assistant to Luc Bessette

FRANCE ST-ONGE

Administrative Assistant to Luc Bessette