Elizabeth, a Financial Advisor with HollisWealth® Advisory Services Inc., successfully manages the financial affairs of affluent and accountable individuals, families, and small business owners. Her education and experience provide her with solid knowledge and the ability to serve her clients well.
As a Certified Divorce Financial Analyst (CDFA™), Elizabeth examines the financial issues of divorce and provides the client and lawyer with powerful data to support the case of a fair and equitable resolution for the present and future.
Elizabeth also holds the Certified Health Insurance Specialist (CHS™) designation, and specializes in living benefits, including income replacement and risk management solutions for individuals, business owners and professionals.
She continues to upgrade her skills and knowledge through a commitment to life long learning. Elizabeth also attained her RRC® (Registered Retirement Consultant) providing her with further comprehensive knowledge to discuss retirement concepts and strategies with clients.
Elizabeth also helps clients with an interest in socially responsible investing set their investment philosophy to be in line with their values.
Elizabeth has won the Standard Freeholders’ Readers choice Award for the Favourite Financial Planner for 2009 and 2010.
She also has a tax business where she has been helping individuals and business owners for the past 17 years.
Elizabeth has a strong work ethic and believes life is all about choice. She loves being able to help her clients make those important financial choices so they will be able to meet their future goals.
- CDFA™ - Certified Divorce Financial Analyst
- CHS® - Certified Health Insurance Specialist
- RRC® - Registered Retirement Consultant
Spending time with family and friends, summer activities, reading and learning Spanish
Elizabeth is a previous board member for Women Entrepreneurs of Cornwall and Area where she served as the treasurer for 2 years, and is currently on the board for Sexual Assault Support Services as the treasurer. She also helps with fundraisers such as Bikers Against Brain Cancer and the Cornwall Community Hospital Foundation.