Hollis-Wealth

About Us

Building High Life WorthTM for our clients

High Life WorthTM Financial has been offering insurance solutions to Individuals and Corporations since 2005. Our insurance specialists can work with our clients to craft the best insurance solutions for their unique financial situation. Since we deal with most of the insurance companies in Canada, we can find the right insurance products for our clients. At High Life WorthTM, we have always kept our client's interest first before offering any insurance solutions. We believe in building long term relationship with our clients and their families. We help our clients in wealth creation, preservation and wealth transfer to the next generation in a planned and tax efficient manner.

Sanjay Bhasin, B.Eng., CIM(Chartered Investment Manager)

President, High Life Worth™ Financial
Investment & Insurance Advisor


After six years of an engineering career, Sanjay joined the financial services industry in 2002. A passion for investing & finance and a desire to help people were the main reasons why he joined the industry. Sanjay started his career in the industry as a financial planning consultant with one of the largest financial planning companies in Canada. To provide an independent and unbiased advice, Sanjay formed High Life Worth™ Financial in 2005 and moved his practice to an independent investment & insurance dealer.

Sanjay is an Investment Advisor with HighLifeWorth™ Wealth Management / HollisWealth and an Insurance Advisor with HollisWealth Insurance Agency Ltd. Sanjay holds Chartered Investment Manager(CIM®) designation and has more than 15 year experience in Wealth Management industry.

Individuals who have come to know Sanjay, speak highly of his integrity, knowledge, visionary planning and a passion for taking care of their needs. Sanjay believes in leading a balanced lifestyle which involves maintaining healthy body, mind and spirit.

Denis Fortin, CFP®

Investment & Insurance Advisor


Denis Fortin started his carrier in financial services industry with Canada Life in 1989. He has been providing financial planning and wealth management advisory services to individuals and corporations for more than 26 years.

Denis has been working as an Investment and Insurance Advisor with HollisWealth since 2008. To provide active portfolio management to clients, Denis joined HighLifeWorth™ Wealth Management /HollisWealth in Jan 2016.

Denis holds CERTIFIED FINANCIAL PLANNER® Professional designation. While creating a financial plan for the clients, Denis always takes an holistic approach and considers not just their retirement plan but also their estate and tax plan so that the wealth is transferred to the beneficiaries in a most tax efficient manner.

During his leisure time, Denis likes to spend time with his grandson, play squash and do skiing.

Larry Burns, CFP®, CLU(Chartered Life Underwriter)

Insurance & Estate Planning Specialist


Larry Burns has been helping families & businesses build and protect wealth for more than 25 years. During this period, he has worked in the fields of accounting, taxation, investments and insurance.

Since 2005, Larry has worked exclusively in the field of insurance & estate planning. Larry holds CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Life Underwriter (CLU) designations.

Larry specialises in the services of Life Insurance, Disability Insurance, Critical Illness Insurance, Long Term Care Insurance and Estate Planning.

Jennifer Jacobs. CFP®, CLU, CHS, EPC

Insurance & Estate Planning Specialist


Jennifer has been providing insurance & estate planning services to individuals and corporations since 2002.

Jennifer holds Certified Financial Planner (CFP®), Chartered Life Underwriter(CLU), Certified Health Insurance Specialsit (CHS) and Elder Planning Counselor (EPC) designations.

Jennifer can offer services of Life Insurance, Disability Insurance, Critical Illness Insurance, Long Term Care Insurance and Estate Planning. Jennifer specialises in living benefits insurance and insurance planning for elders.

Ruchi Bhasin, MA(Economics)

Branch Administrator


After 14 years of work experience at Royal Bank of Canada, Ruchi joined HighLifeWorth™ Wealth Management as a Branch Administrator in March 2015.

In her last position at Royal Bank, Ruchi was working as a Senior Account Manager providing financial and banking advice to her clients.