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COVID-19 - Office 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. We have implemented the following internal measures:

  • We are replacing face-to-face client meetings with phone calls, screen-sharing meetings or email. If a face-to-face meeting is a must, clients will be screened to ensure they are feeling well and that they have not recently travelled out of country or been in close contact with someone returning from an international destination.
  • We have a work-from-home plan ready should we need to ask staff to self-isolate for a period of time.
  • Non-essential office meetings are being postponed or done via video conference and all client or work-related events have been cancelled.
We have a large and capable team and have taken the necessary precautions within the office so we do not anticipate any interruptions for our clients. We also want to reassure you that your investments are secure in our dealership. Our firm’s core platforms and functions are fully operational and completely unaffected by the coronavirus pandemic.

This means if our clients need to move money, add to their account, or if we need to make changes to portfolios there will be no interruptions to these services.

The markets will recover, but in the meantime put your family first, stay safe, stay home and let us know if there is anything we can do for you.


PWM Private Wealth Counsel - HollisWealth®

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