Paul R. Drouin is a seasoned wealth management expert with, CERTIFIED FINANCIAL PLANNER® Professional, accreditations, a Wealth Advisor with HollisWealth, a division of Industrial
Alliance Securities Inc.
He has provided comprehensive financial solutions for high net worth Canadian families and overseas since 1990.
Our diverse client list includes entrepreneurs, professionals, agri-entrepreneurs, retirees, and pre-retirees and high-net-worth families. They share a desire for sound investment strategies, designed to minimize risk and deliver dividend growth, as well as an appreciation of our hands-on, proactive management style.
We look forward to discussing how our firm can help you benefit from the solutions that are right for your particular situation, including our financial planning options, proprietary tax-efficient wealth management systems, and other wealth management solutions.
More than 25 years of experience
Active in many business and civic organizations in the past (including Le Regroupement des Gens d’Affaires, Canadian Association of Family Enterprise, Greater Ottawa Chamber of Commerce, Kiwanis Club, director of the Ottawa Symphony Orchestra, Ottawa Executive Association and section chair for the Ottawa United Way fundraising committee), present, Royal Ottawa Mental Health Centre, Association de la Construction du Québec and the Chambre de Commerce de l’Outaoauis.
We specialize in attending to every detail and ensuring that your roadmap to wealth will keep you on course as your needs change. In addition, we help coordinate the activities of your other professional advisors, including tax accountants, estate lawyers, or real estate agents. All work is performed on a fee—not commission—basis, following an investment strategy that favours diversified growth and minimization of risk.
« I have been dealing with Paul Drouin and his team for over 20 years. He works very hard, he's honest and he has helped grow my personal and business assets while saving me taxes. We have developed a great business and personal relationship over the years. »