Holistic Fiscal Strategies Inc.

9-3151 Lakeshore Road, Box 417 Kelowna BC V1W 3S9

About HFS


At Holistic Fiscal Strategies Inc.  Our mission is to build additional long-term wealth, increase protection against factors which can erode wealth and seek to lower or keep the same investment risk tolerance.  All we ask for is the opportunity to make a difference in your financial life.

Holistic Approach: Our firm is one of the few in Canada that integrates a holistic approach to finance. Holistic means:

  • we address the emotional aspects of money
  • we integrate the protection, savings and growth components
  • we create strategies to cover a person’s whole life
  • we integrate personal and business finances