When does it apply?

The 4-way test was developed as part of a business improvement program in the 1930's. When would this be applicable to your needs?

  1. Instances or subjects of extreme importance
  2. Long-term decision-making which is difficult to undo
  3. Relationship building and maintenance over long periods

Old Ideas

You may think that an 80+ year olds business principal is outdated, but not so.

Ethical behaviours and transparency both in service and expectations are needed more today than ever. As is often the case, the best ideas are seldom new.

Ask Yourself

Allow yourself to see behind the facts and figures and to see the people involved in your life and decisions.

Ask yourself about trust, honesty, fairness and benefit in all things.

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1 - Mortgages provided by referral.

2 - Investia Financial Services Inc. does not provide income tax preparation services nor does it supervise or review other persons who may provide such services.

HollisWealth® is a trade name of Investia Financial Services Inc.. Mutual Fund products provided by HollisWealth are provided through Investia Financial Services Inc. Insurance products provided by HollisWealth are provided through RomAnna Management Inc.