Welcome


Your financial future can’t be built one piece at a time. It requires synchronizing all the elements of your finances – investments, tax, retirement saving, insurance – into a coherent and complete whole. We believe that every successful investment and wealth strategy starts with a plan.
That’s what we construct.


Planning for a successful today and an even more successful tomorrow takes time. It requires detailed discussion and, above all, a collaborative process.

Financial goals vary, as do the carefully crafted recommendations we develop to help you reach them. For us, there is no such thing as a typical client.

Your Team


A Local Team Of Dedicated Professionals

Directed by Kerry Adams, the Adams Financial Group @ HollisWealth® is a team of dedicated and exceptionally knowledgeable professional financial experts who live and work in eastern Ontario.

Acting for individuals, families, executives, professionals and business owners, we are completely committed to the financial health, prosperity and long-term security of the clients we serve.

Our work with members of the eastern Ontario farming community — especially, but not exclusively, for dairy farm families — is something in which we take great pride.

Although goal-driven and disciplined, our team is accessible and — above all — friendly and empathetic.


Kerry Adams

Kerry Adams

Financial Advisor & Director, Private Client Group

Investia Financial Services Inc.
Hollis Insurance Inc.

(613) 938-8029
Send an Email
Read More…


Lisa Laramee

Lisa Laramee

Administrative Assistant

(613) 938-8029
Send an Email
Read More…


Patricia Simpson

Patricia Simpson

Insurance Advisor
Hollis Insurance Inc.

(613) 313-0865
Send an Email
Read More…


Elizabeth Taylor

Elizabeth Taylor

Financial Advisor
Investia Financial Services Inc.
Insurance Advisor
Hollis Insurance Inc.

(613) 933-2478
Send an Email
Read More…

What We Do


Building & Protecting Wealth

Exceptionally collaborative, our process encompasses a series of systematic steps leading to a completely customized strategy for every client we advise:


  1. Discovery & Planning: We develop a deep understanding of your goals, immediate, medium and long-term. We ask a lot of questions. We dislike shortcuts.
  2. Proposal & Performance: This is your recommended investment and wealth building strategic plan discussed with, and approved by, you. We monitor portfolio performance and review it with you regularly.
  3. Reporting & Reviews: You will receive portfolio review statements, transaction updates and tax reports. As your needs change, we adjust your investment plan and wealth building strategy accordingly.

We believe that every successful investment strategy starts with a plan designed with the client’s needs in mind. Once we identify your goals, risk tolerance and return objectives we can work together to build the ideal portfolio for your needs.

We also believe that, though important, investment performance is only part of wealth building. Financial and tax planning. Education planning. Retirement, estate and trust planning, and intergenerational wealth transfer. All these issues and more are fundamental to successful wealth management.

Life insurance is a powerful — yet frequently ignored — wealth-management, estate-planning and intergenerational wealth transfer tool. It offers affordable, easy-to-understand coverage that gives you and your family a wide and flexible degree of protection and the potential — in the event of your death — of a tax-free payment to your beneficiaries.

Specifically, Insurance is an effective solution for people who need protection — to cover a mortgage or business loan, or until children are finished school. Insurance is, in particular, an invaluable tool for business owners with a need for key person protection and/or to fund buy/sell agreements. We can provide you with the most accurate life insurance quote and find you the best coverage for your needs.

Our fees are based on a modest percentage of client assets under administration. This ensures complete cost transparency and the total alignment between your interests and our own.

The Adams’ Minute


What's Going On

The Adams Financial Group @ HollisWealth® believes in the principle of informed client decision–making.


The Adams’ Minute is designed to provide our clients, both current and prospective, with commentary and insight — about economic, financial, business and life issues — that we think will interest you. We also include updates and news reports about community events that are making a contribution to the life and health of our local area in eastern Ontario.

The items we post change frequently. So visit The Adams’ Minute frequently and — please — share the content with friends and family members.


LET THE BUYER BEWARE

How to protect yourself before buying your home.

October 10, 2017

             Buying real estate is typically one of the soundest and most important financial decisions you will make in your life, but before you erect the white picket fence and plan your house warming party, it is important to do your homework before you buy your dream home. The recent Ontario Superior Court of Justice case of Brown v. Cassidy, 2016 ONSC 5446 serves as a good teaching tool for buyers of real estate. The Browns purchased a bungalow privately from the Cassidys in Forest, Ontario which turned out to contain an extensive amount of mold, water leakage problems and issues with the rear deck totaling more than $85,000 in damages. The Browns sued the Cassidys, but the Court dismissed the case citing the doctrine of caveat emptor otherwise known as “let the buyer beware”.  Let’s look at what went wrong for the Browns and how you can avoid making the same mistakes. Read More…


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Contact Us


How to Get in Touch With Our Team

The Adams Financial Group @ HollisWealth® operate out of Cornwall, Ontario, a growing community that is beautiful, safe, and friendly.

We are also pleased to maintain an office in Lancaster, Ontario for the convenience of our Glengarry clients. Let us know if we can assist you with any and all of your financial and investment needs.


470 Pitt Street, Cornwall, Ontario, K6J 3R2, Canada
Get Directions · (613) 938-8029 · (613) 936-9271
kerry.adams@holliswealth.com

150 Military Road, Lancaster, Ontario, K0C 1N0, Canada
Get Directions · (613) 313-0865
psimpson@adamsfinancial.ca