Recent News

Office Re-opening Procedure Updates

 

Business Continuity and Measures to Ensure the Safety of our Employees and Clients and their Families

We at PWM Private Wealth Counsel, HollisWealth aim to ensure the health and safety of its employees and clients and with that have adopted sound practices to help mitigate and limit the spread of the virus. As of June 8, 2020, we are now happy to announce we are open again for in-person meetings.

For anyone who is not ready or feels uncomfortable meeting in person we are still available for you by phone or video call with screensharing. If you have health issues, for your safety, we encourage you continue to meet this way. If you haven’t had the chance to have a screen-sharing or video meeting with your advisor, we have been finding them to work incredibly well.

Our procedures for safety will be a top priority. When we confirm your appointment, we will check that you are feeling well, that you haven’t traveled out of province within the last 14 days and that you have not been in recent contact with anyone who may have tested positive for the Coronavirus.

Once you enter the waiting area, we will ask you to use hand sanitizer which we will supply, or you can provide your own. Your advisor will meet you and take you to their office.

You are welcome to wear a mask but it is not a requirement as we will be maintaining a safe distance. Your advisor’s office will be disinfected after each meeting for everyone’s protection.

We know this has been a difficult time for many of you and we want you to know that we are here for you whether it’s in good times or during the most challenging times.  We are only a phone call away if you ever need anything and we are looking forward to seeing everyone again in person.

 

PWM Private Wealth Counsel - HollisWealth®

 

Trusted. For Life.