Vandermeer Wealth Management - HollisWealth
1770 Woodward Dr, Suite #210
Toll Free: 1-844-220-0830 Fax: 613-722-4657
Vandermeer Wealth Management is a team dedicated to providing a superior wealth management experience for their clients over their entire lifetime. This includes:
- Discretionary portfolio management
- In-depth and personal financial & retirement planning
- Custom progress tracking tools like our “P2A Report” to make sure you achieve your goals
- Broad range of insurance* and care years planning services to mitigate risk
- Assistance with estate planning and coordination with clients’ lawyers
- Analysis and recommendations for tax minimization strategies and collaboration with our clients’ accountants to effect proper tax planning
Vandermeer Wealth Management believes in an academic approach to investment management and employs a rigorous research-oriented approach. They are constantly looking for ways to improve how they manage clients’ portfolios and how to utilize industry-leading platforms and investment models for families, businesses and foundations/endowments. Vandermeer Wealth Management believes their clients deserve this level of service and that it’s hard to find it elsewhere.
With more than 17 years of investment management expertise, founded Vandermeer Wealth Management in 2015 and is passionate about helping each and every client attain their financial goals to helping them with all aspects of their financial lives. Brent studied finance at the University of Ottawa in the mid ‘90’s and holds a number of accreditations and industry certifications, including the Canadian Investment Manager (CIM®), and the Fellow of the Canadian Securities Institute (FCSI®) designations. Brent is married to Lisa and they are blessed with an adventurous family of four children.