Hollis-Wealth
hlw

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

President, High Life Worth™ Financial
Senior 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.

John Kitcher, CFA, CPA, CA

Associate Investment Advisor


John Kitcher is a Chartered Professional Accountant (CPA, CA) and a Chartered Financial Analyst (CFA).

John brings a high degree of knowledge and expertise that enables him to effectively address and manage wide range of financial and tax-related matters for the clients. He focuses on wealth management, risk management, and tax/estate planning for business owners, self-employed professionals, corporate executives, and retirees with significant assets.

John started his career as an accountant with Ernst & Young in 2002 in Ottawai. In 2004, John moved to Ernst & Young, Bermuda, where he switched his focus to the investment industry. His career grew with progressive roles in the investment industry. After nine years working in Bermuda and Switzerland, John moved back to Ottawa. John started his career in wealth management industry in 2015 as a Financial Advisor.

John and his wife Mychele, are proud parents of two daughters. Outside of work, John can be described as a family man who enjoys a good laugh, loves spending time outside doing gardening, and is an avid ultimate Frisbee player.

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.

Jane Rudolf

Administrative Assistant


Jane has over 20 year experience in various administrative positions.

Jane has a passion for fitness and healthy living. She has participated in half Ironman, marathon and bodybuilding competitions.