With many years of experience in the securities industry, Jas’ knowledge of the markets and dedication to providing excellent customer service aid her in understanding and satisfying the requirements of clients. Jas believes in developing trust with her clients through partnering, which can only be achieved by being proactive and ensuring that her clients’ needs are being met. Her approach is conservative, with capital preservation, some appreciation and tax minimization being the primary goals. Jas considers herself to be a holistic investment advisor, as her business covers every aspect of her client’s financial journey from birth to retirement and beyond.
Jas sees success in knowing she has helped her clients to develop a sense of trust and peace of mind when it comes to their finances. Integrating business knowledge with the not-for-profit sector has given her a great sense of pride. Jas focuses not only on building her business, but also on giving back to the community. Through working with a long list of local not-for-profit organizations, she has used determination and a desire to nurture positive growth in those around her to make a difference in the community. Jas encourages people to look at all communities as a whole; pooling resources and knowledge in an effort to improve programs and services for all. She believes strong communication, integrity and ethics are the basis for developing strong relationships with clients, peers and the community.
HollisWealth is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Insurance products provided by HollisWealth are provided through Hollis Insurance Agency Inc..
Investment Advisor & Insurance Advisor
HollisWealth, a division of Industrial Alliance Securities Inc. & Hollis Insurance Agency
- Gala Committee – Centre for Child Development
- President - Soroptimist International, White Rock
- Active member – Collaborative Law Association
Past Board Involvements:
- Director – VP Royal Canadian Theatre Company
- White Rock Hospice Society
- President Surrey Foundation