“I met William Louie twenty years ago when he was introduced to me as a financial advisor, a role that he has fulfilled for me ever since. Until I met William I had found it difficult to obtain reliable and unbiased advice regarding financial planning; sometimes advice proffered seemed to be inconsistent and rather short sighted.

William’s approach to investing has emphasized long term planning and has avoided unnecessary risk taking. His strategy has yielded very satisfactory results, especially considering turbulence of the financial markets during these years.

I find his advice to be well considered and he always has my best interest in mind. This has led me to trust his judgment in all financial matters and I am most satisfied with the service that he has provided. I have recommended William to friends who have been looking for a financial advisor and have no hesitation in continuing to do so as I believe that he is the most trustworthy of individuals.”

“My husband has been a client of William’s for over 20 years and I myself have been a client for 18 years. When we first met William, we were young and just beginning our working lives, with no idea of what the future had in store for us. As the years have gone by, William has seen us get married, buy our first home, change careers, and have kids, all the while helping us plan for the future and providing advice which has helped us navigate the constantly changing tides.

His advice and friendship has been invaluable to us and given us the confidence to know that we have the right tools in place to ensure we can achieve both our short and long-term financial goals. When we meet with William, it always feels like we are just old friends catching up and he always takes the time to listen and understand our needs. His genuine care and professionalism has made him a trusted adviser not only to us, but also to many of our family and friends to whom we have recommended him over the years. Thank you William!”

“William, and HollisWealth, have been helping me achieve my financial goals for over 20 years. Through regular meetings over the years, William has helped ensure that my investments have been in alignment with my near term and long term financial goals. These goals have changed over time as my life has changed. But each time I needed guidance on a shift in my investments, be it establishing a spousal RRSP or RESP, or investing house proceeds into low risk, liquid investments for renovation purposes, William has always proposed ideas that take into account my goals.

I have always appreciated that William stays on top of the performance of my investments and makes suggestions to maximize my earnings given my investment goals. I trust William has my, and my family’s, best interests in mind. I know he does the same for all his clients.”

“My wife and I were recommended to William Louie by several family members that have worked with him for many years. We first met with William in 2011 when we had just finished university and had just begun our careers. We started off with a plan to pay off student loan debt and working on stabilizing our finances. It has been very helpful to have such a supportive and knowledgeable adviser to help us make smart decisions as we grow our financial and real estate portfolios. William has been great to work with and we recommend him on a regular basis”