"We were referred to Jeff Fulford when we moved to the Kelowna area. Jeff has helped us to define an investment strategy that fits our current and future goals, as well as, help us to protect those goals through proper insurance planning. Jeff is forthright, honest, and his counsel is very down to earth. His service does not stop with your initial visit. He continually monitors your portfolio, and contacts you with pertinent information. We would recommend Jeff without reservation."
Dr. Ken Lawrence & Dr. Susan Medynski – clients since 2002
"We have been using Jeremy's wealth management services for nearly 20 years and will continue to do so over the years to come. We are so happy with his wealth of knowledge, sound and excellent advice, transparency, and honesty. He is always available when we need him with a prompt phone call or email, and he will never hesitate to arrange a face-to-face meeting to ensure we have all the information we need, and all our questions are answered.
It is always scare to entrust someone else with your money, but we can confidently endorse Jeremy."
Gary Wade and Dannica Stevenson - clients since 2005
“Jeff has been our investment and insurance advisor for approximately 10 years now, as a result of a referral from close friends. After years of investing with a major bank, meeting with Jeff was the best decision we have ever made to secure our financial futures. Our investments have surpassed all of our expectations. Jeff communicates regularly, is conscientious and very knowledgeable. Jeff has continually assessed our financial goals and directed our investments to our own personal comfort level and growth. Our investments continue to grow and we appreciate the personal touch of a phone call on our birthdays!!”
Eric Rensby – client since 2010
“I really enjoy Jeremy’s personal approach. He got to know me and my goals before he made recommendations. He listens carefully to what I have to say and then asks thoughtful questions. I really appreciate that. At the end of our sessions I always feel that they were very worthwhile. I also really appreciate his on-going reviews. I feel like he cares about me and that my needs are met in both the long and short term.”
Dennis Tetreau – client since 2004
“Jeff has taken the stress out of our investment and retirement planning. He takes the time to assess our situation thoroughly, listen to our goals and to develop a strategy that we can utilize and track for years to come. We would highly recommend him to anyone.”
Dr. Dave & Dr. Stacey Grimes - clients since 2000
"Jeremy worked with us to create an investment strategy that now, in retirement, is helping us to realize the goals we hoped to achieve. He has been a joy to work with and we would recommend him without reservation."
Will and Wendy Sohnchen - clients since 2010
"Our financial advisor, Jeff Fulford, is a dedicated, conscientious, hard-working individual. Jeff has made welcomed recommendations regarding financial situations, such as insurances, retirement planning, pensions, wills and investment strategies that enable my husband and I to plan, worry free, for our retirement. Jeff proves to be invaluable and always offers his expert opinion in a timely fashion when approached. Jeff reviews our financial situation yearly ensuring we meet our goals upon retirement. I would highly recommend Jeff as a Financial Advisor."
Pam & Barry Sigfuson - clients since 1999
"I met Jeremy through a referral and I have been very happy with my choice to work with him and the results I have experienced. I am very confident in his abilities and I highly recommend him."
Gloria McSorley - client since 2008
"Jeff Fulford treats our money like his own. His integrity, commitment and professionalism to our financial needs is a breath of fresh air. Jeff truly cares and we would not hesitate to recommend his services.”
Wade & Teena Webb – clients since 2001
"We are really happy with the advice and service we have received from Jeremy and his team. After working with a few different firms over the years, we have finally found the right advisor for us."
Rick and Elia Moffatt - clients since 2020
“We are very pleased with the way Jeff Fulford has handled our investment account. He has been very honest and clear in explaining the various investment opportunities and regularly calls to give us updates and account information.”
Harvey & Edith Benson - clients since 2002
“We have relied on the Fulford's at HollisWealth for over 10 years. Their professionalism, keen eye for detail, and desire to help develop our financial portfolio in order for us to plan and live life well has been tremendously beneficial for us. We highly recommend them!”
Jeff & Nikki Bjorgan - clients since 2006
“I have been a client of Jeff Fulford’s for many years. He has taught me a lot about my finances. His knowledge and ongoing education are to his benefit and his clients. He is always concerned with my level of understanding and risk management. Jeff has taught me a lot, over the years, about money management. We have a very light and cordial, yet, professional relationship. I appreciate Jeff and his staff very much. Jeremy is extremely helpful to me whenever Jeff is unavailable.”
Madeline Taylor - client since 2002
“Jeremy is very professional and trustworthy. He’s been an effective communicator who has provided us with a sense of security, trust and the knowledge that all that gets done, gets done well!”
Kyle Lucas - client since 2011
“Jeff has been my financial advisor for more than 20 years. He is very knowledgeable and trustworthy. He understands my comfort level, security with growth investments. Jeff has my investment portfolio set up to weather the downturn in the financial markets. I highly recommend Jeff. 5 star.”
Lorraine Kennedy - client since 2001
“I’ve loved working with Jeremy Fulford over the years because I trust him, and he treats me like family.”
Dickson Muriithi - client since 2015
"I trust Jeff and Jeremy (for insurance) with all my investments and the inheritances for my nine children. His research and advice have increased our wealth. Jeff makes recommendations and gives me information but leaves the decisions with me. He is congenial and interested in my goals. Now, I just need to convince him to play pickleball with me."
Michael Jensen - client since 2000
“We have been working with Jeremy Fulford for over the past 20 years. We realized the importance of trying to save money, reduce our income taxes and provide for our children and our retirement. Jeremy has helped us do that by providing current information about our accounts and growth of our investments.
He has shown us how we can move some of our funds around to maximize the profitability of our investments both short term and long.
Jeremy is reliable, honest and makes us feel like he is always doing his best for our money interests.”
Peter & Couleen Maryschuk - clients since 2002
"We have been with Jeremy since 2007 and he has always made us feel welcome and given us timely attention. Jeremy is proactive in managing our portfolio and always displays care and attention to details. He has earned our trust over the years, and we are grateful for his wisdom in navigating our interests in these most tumultuous times. We would highly recommend Jeremy to any prospective client."
Gilles and Lynda Daoust - clients since 2007
"For many years, Jeff and Jeremy have looked after my investment and insurance needs. I have been impressed with the time they take to make sure they understand my values and goals. They show interest in my ongoing life challenges and always take this into consideration when planning for the future. Jeff took extra time to figure out the process of setting up an RDSP to provide for my disabled son and I now have a small nest egg to help him when I am no longer able. I am confident that Jeff and Jeremy are giving me sound advice and have my best interests in mind. I have no hesitation in recommending them to others looking for investment or insurance advice."
Heather Kelz - client since 2005
