What is Holistic Wealth Management?

Our vision is to equip Canadians with clarity, security and freedom through dedication to excellence in wealth management.

Testimonials – What Our Clients Say

Testimonials - What Our Clients Say
Support Team

Support Team

Nancy Westacott
Administrative Assistant

Nancy was one of those folk that came to us with a lot of financial background. In 2007/2008, after spending 20 years in the Brokerage side of the Financial Industry as an Institutional Equity Trader in Toronto, she joined our team.  Nancy works part-time with us as an Administrative and Marketing Assistant. Working out of the Belleville Office, her main focus is Customer Service and administrative tasks. When not enjoying the view of the Brighton Bay and nearby wetlands, from her family cottage, Nancy collects cookbooks that are used to fuel her love of cooking.   She enjoys being active in the community in various capacities such as a tireless supporter of the Canadian Cancer Society; the Canadian Alzheimer’s Society and related agencies. And, at that same time, has also ran her own “campaign” called “Something from Home” that provided “care packages” to Canadian Forces members serving in Afghanistan, shipping over 100 packages over a 2-year period.