Family Wealth
Services


Are you looking to get more from your financial experts?

We can help you and your family.

Get More

Business Wealth
Services


Are you a business owner looking to create and capture more value?

We can help manage your business wealth.

Capture More

Advisor
Opportunities


Are you an advisor looking to deliver more value for your clients?

We can help you build a great practice.

Deliver More

After more than a decade working with people and wealth, we can sum up everything we learned in one very simple lesson: you can only create and preserve wealth when you fully understand what drives people to act the way they do.

The 3 pillars of our proven wealth management system:

The 3 pillars of our
wealth management system:

 
Personal Life Goals and Your Decisions

Every financial decision must consider all the moving parts of the life that you are creating. Only then will you be able to make your wealth plan work for you.

Focused Collaboration and Your Team

Every hired expert must provide an easy way to be held accountable. Only then will you be able to make your team work for you.

Investment Behavior and your Portfolio


Every portfolio must start with an understanding of your investor behavior. Only then will you be able to make financial markets work for you.

Personal Life Goals and your Decisions


Every financial decision must consider all the moving parts of the life that you are creating. Only then will you be able to make your wealth plan work for you.

Focused Collaboration and Your Team


Every hired expert must provide an easy way to be held accountable. Only then will you be able to make your team work for you.

Investment Behavior and your Portfolio

Every portfolio must start with an understanding of your investor behavior. Only then will you be able to make financial markets work for you.



Personal Life Goal And your Decisions

Every financial decision must consider all the moving parts of the life that you are creating. Only then will you be able to make your wealth plan work for you.

Optimal Collaboration and your Team

Every hired expert must provide an easy way to be held accountable. Only then will you be able to make your advisors work for you.


Any time there is a breakdown in the above, your wealth could be disappearing. We have coined the Disappearing Wealth Syndrome®.

Better Financial Results with Ease™

Connect with us


289 291 3331
TF: 1 866 694 1111
info@mangrovewealthgroup.com


Mangrove Wealth Group
HollisWealth, a division of Scotia Capital Inc.
Suite 203 – 1320 Cornwall Road
Oakville, ON. L6J 7W5



Set up a meeting

(We’ll call you to schedule a time)

Join our Community

Connect with us


289 291 3331
TF: 1 866 694 1111
info@mangrovewealthgroup.com


Mangrove Wealth Group
Suite 203 – 1320 Cornwall Road
Oakville, ON. L6J 7W5



Set up a meeting

(We’ll call you to schedule a time)

Join our Community