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
Tax Planning
Comprehensive tax planning is the foundation of any robust financial plan. Let’s build yours together.
Estate Planning
We can help you with the estate planning process, making sure everything is set with attention and respect.
Financial Planning
A financial plan is an essential tool to ensure that your hard work is safeguarded.
Insurance Planning
It’s more than protection—it’s peace of mind in a world full of surprises.
Retirement Planning
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, Virtus Private Wealth offers you direct access to TriCert Investment Counsel’s Portfolio Managers who will tailor an investment management strategy that is specific to your unique circumstances. Working with your accountant and financial planner, TriCert Investment Counsel’s Portfolio Managers take a quality sector based (QSect™) approach to investing.
TriCert Investment Counsel is registered with the securities regulators as a Portfolio Manager and is engaged to provide clients with discretionary portfolio management
Visit the TriCert Investment Counsel website at tricert.ca for more information.
Virtus Private Wealth is here to help you build a sound financial plan for your future.
