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Hollis is a Certified Financial Planner and a student member of the Canadian Institute of Chartered Business Valuators (CBV Institute) with a passion for helping business owners navigate the complexities of estate planning and asset management. With his expertise in financial modeling and deep understanding of financial markets, he is able to provide clients with valuable insights that enable them to make informed decisions.

 

He has assisted several private firms seeking investment by developing their valuations, articulating their strategy, and communicating with potential investors. Through his experience working closely with clients, Hollis understands the importance of understanding their needs and tailoring his recommendations to meet their unique objectives. He is committed to providing high-quality, reliable advice and delivering exceptional results.

Professional Designations

  • Advanced Financial Modeler (AFM)

  • Certified Financial Planner (CFP)

Memberships

  • Financial Modeling Institute

  • FP Canada - Advanced Professional Financial Planning

Education

  • Chartered Business Valuator - Student Member of CBV Institute - York University

  • Business Administration Management - Conestoga College (2015)

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