Copyright ©2017 Financial Planner & Senior Financial Advisor - The Birbari Wealth Management Group - HollisWealth, Burlington Branch. All Rights Reserved.
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IIROC

IIROC AdvisorReport

CIPF

Michael Birbari

Director, Private Client Group
Senior Investment Advisor

HollisWealth®,
a division of Industrial Alliance Securities Inc.
Office: (905) 336-8600
Toll Free: 1 (800) 336-8606

Advisory Services

We understand that choosing from among the many wealth management products and services available can be daunting. Our team will help you find the time to enjoy the really important things life has to offer by providing you with the products, services and advice you need to achieve your financial and lifestyle goals.

My relationship with HollisWealth, one of Canada’s leading independent wealth management companies, allows me to offer my clients a full range of wealth management services including integrated and comprehensive financial planning, wealth management, investments, tax and estate planning, insurance*, and retirement planning. We are committed to providing you with access to other dedicated colleagues within HollisWealth who provide financial products and services.


Our Services

  • Asset Management Service
  • Financial planning and estate planning
  • Customized Wealth Management Programs
  • Retirement Planning
  • Equity Markets Research & Strategy
  • RRSPs, RRIF'S & TFSA'S

 

  • Fixed Income & Foreign Exchange
  • Insurance services*
  • Mortgage services provided by referral


Our Products

  • Stocks, Mutual funds* and ETF fee-based programs.
  • Equity securities, including common and preferred stocks, new public and private issues of securities, closed end investment products, tax-advantaged investments and alternative investment products.
  • Fixed income securities, including money market instruments, GIC’s, government bonds, corporate and high-yield bonds.
  • Options, including option contracts for the purchase and sale of various types of securities.
  • Insurance products, including insurance, term and whole life insurance, disability income replacement insurance, critical illness, long-term care plans, segregated investment products and group benefits.
  • Residential mortgage products provided by referral.
 

Office Location


5420 North Service Road, Suite 104
Burlington, Ontario L7L 6C7