Come Meet Our Family
investment fund advisor
William H. Louie, CFP®
William is a Managing Partner and a CERTIFIED FINANCIAL PLANNER® with over 25 years experience working with families and business owners.
William sees many clients that have started saving for their goals and are even enjoying retirement. However, with limited time and resources, clients initially find it overwhelming to analyze, strategize and implement the most appropriate solutions to reach their life ambitions, that’s when William can help…
William works closely with many multi-generational families and business owners who want trusted, unbiased advice for every stage of their life. Working with his team, William’s goal is to simplify, educate, and organize their financial lives to provide clarity and peace of mind for themselves and for their families.
associate advisor
Howard Louie, CPA, CMA
Howard is the co-founder of Louie Financial Advisory Group. As a CERTIFIED PUBLIC ACCOUNTANT with over 25 years of experience he applies his expert knowledge, industry experience and relentless energy to identify and implement wealth building efficiencies and opportunities.
His oversight on tax efficiency and tax structure allows investment portfolios to be structured effectively while maximizing the risk-adjusted returns on investments.
At Louie Financial Advisory Group, he is responsible for executing the growth strategy and managing financial operations.
investment fund advisor
Deana Johnson, CFP®
Deana has worked in the financial services industry for over 35 years. She began her career as an employee of a major bank where she held a number of positions including teller, customer service rep, senior personal banking officer and assistant manager operations. In 1997 she left the banking industry to pursue a career in Financial Planning and obtained her CERTIFIED FINANCIAL PLANNER® designation in 1999.
As an Investia Financial Services Inc. advisor, she is committed to helping her clients grow their wealth and achieve financial security. It starts by taking the time to understand who they are and what matters most and continues every day with a singular dedication to be “invested in them”.
CLIENT CARE MANAGER
Bobitta Sharma
Bobitta is the Client Care Manager. She is the first friendly face you’ll see when you enter our office and will ensure that all of your questions are answered and your paperwork completed. Bobitta has a passion for delivering outstanding service and care to our clients and she is your first point of contact for any administrative issues.
She is a vital member of our team and has been a key to the success and continued growth of our practice.
She’s celebrating her 15th year as part of our family!
ADMINISTRATIVE ASSISTANT
Kitty Sun
Kitty is the Administrative Assistant. Joining the team in 2012, Kitty brings extensive administrative experience from
her legal background. She is fluent in both Mandarin and Cantonese and provides administrative and marketing
support for the team.
Kitty enjoys spending time with her family, skiing, traveling and baking.
William, Howard and Bobitta have worked together for over 15 years. A rarity in our business. During that time, we’ve built our practice one client at a time, with exceptional client care and consistent long-term results. Unlike other advisors, you’re not just another number, you’re a member of our family and family helps family. Welcome home!
What Our Client Is Saying
“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.”
Questions? If you would like more information or would like to learn how we can assist you in achieving your financial goals, please contact us.
