It takes all types of expertise to build a solid financial plan. At Virtus Private Wealth, our integrated approach brings together the insights of your accountant, financial planner, and investment manager to ensure you achieve the financial success you desire today, and in the future.
Wealth Management Services
Comprehensive tax planning is the foundation of any robust financial plan. Let’s build yours together.
We can help you with the estate planning process, making sure everything is set with attention and respect.
A financial plan is an essential tool to ensure that your hard work is safeguarded.
It’s more than protection—it’s peace of mind in a world full of surprises.
Your golden years deserve more than just wishful thinking.
Meet Our Team: Holly Harrison, CFP
Holly Harrison is the principal Wealth Management Advisor at Virtus Private Wealth. She brings more than a decade of experience in the financial services industry. She obtained her Certified Financial Planner® designation in 2014. Holly is skilled in building comprehensive financial strategies tailored to her clients’ specific needs. Holly employs a holistic approach to wealth management, helping you building a sound financial plan including insurance, retirement and estate planning.
- Integrating the investment process with accounting, tax & estate planning
- Expertise in business & personal financial planning
- Integrating all elements of the family’s financial affairs into one plan
- Flexible consultative approach
- Customized & tailored solutions
- Tax planning & efficiencies
- Open communication
- Direct access to your TriCert Investment Counsel Inc. Portfolio Manager
Through a referral arrangement with TriCert Investment Counsel Inc., Virtus Group LLP & Virtus Private Wealth offer you direct access to a team of Advising Representatives who will tailor an investment management strategy that is specific to your unique circumstances.
TriCert Investment Counsel benefits from the longstanding relationship and familiarity your Accountant has with your personal and financial situation. This allows our integrated team of Virtus Group LLP & Virtus Private Wealth, along with TriCert Investment Counsel’s Investment Management team, to provide a comprehensive and customized wealth management service.
Visit the TriCert Investment Counsel website at tricert.ca for more information.