As someone who doesn’t have a ‘financially oriented’ brain, I have always appreciated Rick’s ability to explain investments in a way that is thoughtful and very easy to understand. He is always quick to answer any questions, and his entire team are very friendly and approachable. I would definitely recommend Rick Kowalchuk to anyone seeking a new investment advisor.
A.A., Nanaimo
Rick and his team have been looking after my investments some years now and I’ve been consistently impressed with how my accounts are managed. He always takes the time to explain the reasoning behind his advice and he is extremely well-informed. With his years of experience you know you’re working with someone who follows a well-researched strategy not the latest fad. It’s clear this is more than just a day job for Rick and Co.
T.S., Nanaimo
We transferred our investment portfolio over to Rick at HollisWealth in 2015. Since that time Rick has demonstrated trustworthiness; Rick is readily available and has a strong knowledge base with regard to the markets. The advice Rick offers is based on our individual situation and needs. We have every confidence in a continued bright future with Rick managing our investments.
R.L. &; E.F., Campbell River
We have always said that Rick has a passion for the business, which is critical to success. We have been with Rick for over 25 years. Through the many changes in our lives Rick has helped navigate our finances and has kept us informed. Rick and his staff are easily accessible to answer any questions or concerns. Rick is an ok golfer. Yes, I would recommend Rick to others looking for financial services.
R.B. & R.H., Terrace
Rick is friendly and very easy to talk to. Rick is very knowledgeable about what is happening in the markets. We have enjoyed years of great service.
V.P. & M.P., Prince Rupert
I have had a good working relationship with Rick Kowalchuk and his team from HollisWealth for over 30 years. I have found Rick to be knowledgeable, reasonable and conservative in his investment approach which I have enjoyed. I would recommend Rick to other prospective investors.
R.C., Prince Rupert