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Investment Portfolio
Calling on over 30 years of investment experience, I will work with you to build a portfolio that’s right for you, now and far into the future.
Estate Planning
I will work with you over time to assist you with those events in your life that require particular expertise including estate planning.
Insurance Services
We offer many different insurance products to meet your needs such as life, health & dental, and travel insurance. Protect what’s important to you!

Our Mission

I believe that sustainable ongoing wealth is a realistic goal. It begins with sound financial planning that is based on full disclosure and perfect mutual trust. Getting there depends entirely on a mutual commitment to the behaviours that support that plan and the pure undiluted bottom line truth. As a behavioural coach, my advice to you will always be consistent with the long-term trends and historical behaviour of the capital markets. My goal is to help you reach your financial goals, and my only agenda is to facilitate your financial well-being.

The financial decisions you make today impact your financial security in the future. I have been providing clients with financial planning strategies and investment plans for over 30 years, guiding clients through important life decisions that build wealth, while still meeting short term and long term financial goals. Getting the best professional advice makes all the difference, whether you are considering investment opportunities, planning for retirement, asset allocation, or portfolio rebalancing.

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Rick Kowalchuk, B.Comm.

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

Insurance Advisor
Hollis Insurance Agency

Rick’s career of helping clients build their wealth and achieve financial security began in 1988 with Western Canada’s premier independent investment company, Great Pacific Management. Rick received his Bachelor of Commerce in Finance at UBC and is a registered Advisor in BC, AB and NS as well as a Life Insurance Agent in BC.

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Investment Philosophy

Investment success has very little to do with performance, but everything to do with behaviour.

What Our Customers Say…

Rick Kowalchuk has helped many clients plan and meet their financial goals. Here are some of things Rick’s clients have had to say.