HollisWealth Insurance Agency Ltd.
HollisWealth Insurance Agency Ltd. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at HollisWealth Insurance Agency Ltd.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
HollisWealth Insurance Agency Ltd. Salaries. You can even request information on how much does HollisWealth Insurance Agency Ltd. pay if you want to. Learn about salaries, pros and cons of working for HollisWealth Insurance Agency Ltd. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
10 HollisWealth Insurance Agency Ltd. employees in database. Find out everything there's to know about HollisWealth Insurance Agency Ltd. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
HollisWealth Insurance Agency Ltd. Employees
Employee
Years
Job
Industry
Michael Stoller CFP®, CIM®, FCSI Michael Stoller CFP®, CIM®, FCSI's HollisWealth Insurance Agency Ltd. Experience November 2005 - Present
Job Portfolio Manager & Senior Investment Advisor at HollisWealth & Insurance Advisor at HollisWealth Insurance Agency Ltd.
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance February 2011 - Present
HollisWealth Insurance Agency Ltd. November 2005 - Present
DundeeWealth Inc. November 2005 - February 2011
Berkshire Securities Inc. August 1998 - November 2005
LGM Graphics 1996 - 1997
Skills
Certified Financial..., Senior Investment..., Chartered Investment..., Fellow of the Canadian..., Insurance, Tax Planning, Retirement Planning, Education Planning, Health Spending, Mortgage Services, Wealth Management, DundeeWealth, Customized Financial..., Financial Services, Investments, Financial Planners, Investment Advisory, Estate Planning, Investment Strategies, Financial Advisory, Portfolio Management, Investment Management, Finance, Mutual Funds, Wealth, Retirement, High Net Worth..., Wealth Management..., Asset Allocation, Disability Insurance, Securities, Life Insurance, Strategic Financial..., Alternative Investments, Asset Management, Fixed Annuities, Pensions, Term Life Insurance, Equities, Critical Illness, Relationship Management, Risk Management, Fixed Income, Mortgage Marketing, Financial Planning
Education
Fellow of the Canadian Securities Institute
Chartered Investment Manager
CERTIFIED FINANCIAL PLANNER ®
University of Manitoba 1992 — 1996
Bachelor of Commerce (Hons.), Marketing/Finance
HollisWealth, Scotiabank Global Wealth & Insurance February 2011 - Present
HollisWealth Insurance Agency Ltd. November 2005 - Present
DundeeWealth Inc. November 2005 - February 2011
Berkshire Securities Inc. August 1998 - November 2005
LGM Graphics 1996 - 1997
Skills
Certified Financial..., Senior Investment..., Chartered Investment..., Fellow of the Canadian..., Insurance, Tax Planning, Retirement Planning, Education Planning, Health Spending, Mortgage Services, Wealth Management, DundeeWealth, Customized Financial..., Financial Services, Investments, Financial Planners, Investment Advisory, Estate Planning, Investment Strategies, Financial Advisory, Portfolio Management, Investment Management, Finance, Mutual Funds, Wealth, Retirement, High Net Worth..., Wealth Management..., Asset Allocation, Disability Insurance, Securities, Life Insurance, Strategic Financial..., Alternative Investments, Asset Management, Fixed Annuities, Pensions, Term Life Insurance, Equities, Critical Illness, Relationship Management, Risk Management, Fixed Income, Mortgage Marketing, Financial Planning
Education
Fellow of the Canadian Securities Institute
Chartered Investment Manager
CERTIFIED FINANCIAL PLANNER ®
University of Manitoba 1992 — 1996
Bachelor of Commerce (Hons.), Marketing/Finance
Collin Chow, CFP® Collin Chow, CFP®'s HollisWealth Insurance Agency Ltd. Experience December 2001 - Present
Job Financial Advisor at HollisWealth Advisory Services Inc.
Industry Financial Services
Experience
HollisWealth Advisory Services Inc. November 1994 - Present
HollisWealth Insurance Agency Ltd. December 2001 - Present
Dynamic Funds 1989 - 1993
Skills
Mutual Funds, Retirement Planning, Investment Strategies, Wealth Management..., Estate Planning, Wealth Management, Wealth, Strategic Financial..., Portfolio Management, Investments, Investment Advisory, Financial Services, Financial Planners, Financial Analysis, Financial Advisory, Asset Management, Asset Allocation
Education
University of Guelph 1984 — 1988
Bachelor of Science (B.Sc.)
HollisWealth Advisory Services Inc. November 1994 - Present
HollisWealth Insurance Agency Ltd. December 2001 - Present
Dynamic Funds 1989 - 1993
Skills
Mutual Funds, Retirement Planning, Investment Strategies, Wealth Management..., Estate Planning, Wealth Management, Wealth, Strategic Financial..., Portfolio Management, Investments, Investment Advisory, Financial Services, Financial Planners, Financial Analysis, Financial Advisory, Asset Management, Asset Allocation
Education
University of Guelph 1984 — 1988
Bachelor of Science (B.Sc.)
Jason Weinstein, CFP® Jason Weinstein, CFP®'s HollisWealth Insurance Agency Ltd. Experience September 2007 - Present
Job CERTIFIED FINANCIAL PLANNER® | Benefits Specialist | Investment and Insurance Advisor
Industry Financial Services
Experience
Holliswealth, a division of Scotia Capital Inc. September 2007 - Present
HollisWealth Insurance Agency Ltd. September 2007 - Present
Dundee Private Investors Inc. June 2004 - August 2007
Hub Financial October 1995 - August 2007
Cartier Partners Financial Services September 2001 - June 2004
The Investment Centre December 1998 - September 2001
Associated Financial Planners October 1995 - December 1998
RBC October 1993 - October 1995
Skills
Retirement Planning, Wealth Management, Financial Advisory, Strategic Financial..., Mutual Funds, Estate Planning, Investment Strategies, Retirement, Wealth, Investments, Financial Planners, Group Benefit Plans, Securities, Risk Management, Finance, Insurance, Financial Planning
Education
Eric Hamber High School
The University of British Columbia
Bachelor of Arts (B.A.), Psychology and Japanese
Holliswealth, a division of Scotia Capital Inc. September 2007 - Present
HollisWealth Insurance Agency Ltd. September 2007 - Present
Dundee Private Investors Inc. June 2004 - August 2007
Hub Financial October 1995 - August 2007
Cartier Partners Financial Services September 2001 - June 2004
The Investment Centre December 1998 - September 2001
Associated Financial Planners October 1995 - December 1998
RBC October 1993 - October 1995
Skills
Retirement Planning, Wealth Management, Financial Advisory, Strategic Financial..., Mutual Funds, Estate Planning, Investment Strategies, Retirement, Wealth, Investments, Financial Planners, Group Benefit Plans, Securities, Risk Management, Finance, Insurance, Financial Planning
Education
Eric Hamber High School
The University of British Columbia
Bachelor of Arts (B.A.), Psychology and Japanese
Josh Wong, CFA Josh Wong, CFA's HollisWealth Insurance Agency Ltd. Experience July 2010 - Present
Job Associate Wealth Advisor at HollisWealth
Industry Financial Services
Experience
HollisWealth, a division of Scotia Capital Inc. July 2010 - Present
Invis 2013 - Present
HollisWealth Insurance Agency Ltd. July 2010 - Present
Mackenzie Investments September 2006 - June 2010
Skills
Wealth Management, Insurance, Mutual Funds, Retirement Planning, Wealth, Investment Strategies, Investments, Estate Planning, Retirement, Financial Advisory, Securities, Strategic Financial..., Equities, Pensions, High Net Worth..., Segregated Funds, Mortgage Lending, Options, ETFs, Risk Management, Hedge Funds, Fixed Income, Life Insurance, Investment Advisory, Tax, Alternative Investments, Financial Planners, Financial Markets, Disability Insurance, Finance, Wealth Management..., Asset Management, Loans, Residential Mortgages, Fixed Annuities, Investment Management, Banking, Asset Allocation, Critical Illness, Portfolio Management, Credit, Retirement Savings, Bonds, Financial Services, Relationship Management, Financial Analysis, Wealth Accumulation
Education
CFA Institute 2005 — 2007
Awarded charter in 2012
Simon Fraser University 1999 — 2003
BA, Economics
HollisWealth, a division of Scotia Capital Inc. July 2010 - Present
Invis 2013 - Present
HollisWealth Insurance Agency Ltd. July 2010 - Present
Mackenzie Investments September 2006 - June 2010
Skills
Wealth Management, Insurance, Mutual Funds, Retirement Planning, Wealth, Investment Strategies, Investments, Estate Planning, Retirement, Financial Advisory, Securities, Strategic Financial..., Equities, Pensions, High Net Worth..., Segregated Funds, Mortgage Lending, Options, ETFs, Risk Management, Hedge Funds, Fixed Income, Life Insurance, Investment Advisory, Tax, Alternative Investments, Financial Planners, Financial Markets, Disability Insurance, Finance, Wealth Management..., Asset Management, Loans, Residential Mortgages, Fixed Annuities, Investment Management, Banking, Asset Allocation, Critical Illness, Portfolio Management, Credit, Retirement Savings, Bonds, Financial Services, Relationship Management, Financial Analysis, Wealth Accumulation
Education
CFA Institute 2005 — 2007
Awarded charter in 2012
Simon Fraser University 1999 — 2003
BA, Economics
Nader Hamid, B.Com, CFP®, CIM®, FCSI Nader Hamid, B.Com, CFP®, CIM®, FCSI's HollisWealth Insurance Agency Ltd. Experience August 2005 - Present
Job Portfolio Manager, Branch Manager, Senior Investment Advisor, DirectorPrivate Client Group, HollisWealth™, Scotiabank
Industry Financial Services
Experience
HollisWealth™ 2005 - Present
HollisWealth™ 2008 - Present
HollisWealth™ July 2006 - Present
HollisWealth™ August 2005 - Present
HollisWealth Insurance Agency Ltd. August 2005 - Present
Skills
Wealth Management, Investments, Mutual Funds, Hedge Funds, Financial Services, Investment Management, Financial Advisory, Capital Markets, Investment Advisory, Retirement Planning, Investment Strategies, Securities, Customer Service, Wealth Management..., Asset Allocation, Wealth, Microsoft Office, Strategic Financial..., Retirement, Microsoft Excel, Bonds, Financial Markets, Finance, Estate Planning, Insurance, Disability Insurance, Equities, Life Insurance, Portfolio Management, Asset Management, Risk Management, Financial Analysis, Critical Illness, Financial Planning
Education
McGill University 1999 — 2002
Bachelor of Commerce (B.Com.), Accounting and Finance
HollisWealth™ 2005 - Present
HollisWealth™ 2008 - Present
HollisWealth™ July 2006 - Present
HollisWealth™ August 2005 - Present
HollisWealth Insurance Agency Ltd. August 2005 - Present
Skills
Wealth Management, Investments, Mutual Funds, Hedge Funds, Financial Services, Investment Management, Financial Advisory, Capital Markets, Investment Advisory, Retirement Planning, Investment Strategies, Securities, Customer Service, Wealth Management..., Asset Allocation, Wealth, Microsoft Office, Strategic Financial..., Retirement, Microsoft Excel, Bonds, Financial Markets, Finance, Estate Planning, Insurance, Disability Insurance, Equities, Life Insurance, Portfolio Management, Asset Management, Risk Management, Financial Analysis, Critical Illness, Financial Planning
Education
McGill University 1999 — 2002
Bachelor of Commerce (B.Com.), Accounting and Finance
Denis Fortin, CFP® Denis Fortin, CFP®'s HollisWealth Insurance Agency Ltd. Experience August 2008 - Present
Job Investment Advisor, HollisWealth, a division of Scotia Capital Inc.
Industry Financial Services
Experience
HollisWealth, a division of Scotia Capital Inc. August 2008 - Present
HollisWealth Insurance Agency Ltd. August 2008 - Present
Investment Planning Counsel 2004 - 2008
Investment Planning Counsel 2001 - 2004
Balanced Planning 1995 - 2000
Canada Life 1989 - 1994
Delrina 1987 - 1989
Tektronix 1985 - 1987
Skills
Business Succession..., Strategic Financial..., Investments, Entrepreneurship, Finance, Leadership, Insurance, Low Cost ETF Strategy, Financial Planning, Estate Planning, Investment Strategies, Mutual Funds, Wealth Management, Retirement, Portfolio Management, Wealth, Retirement Planning, Investment Advisory, Financial Advisory, Financial Services
Education
Algonquin College of Applied Arts and Technology 1969 — 1972
3 yr business/3yr Electronics, Managment/Marketing/Electronics Engineering Technicien
laurier macdonald high 1968 — 1971
HollisWealth, a division of Scotia Capital Inc. August 2008 - Present
HollisWealth Insurance Agency Ltd. August 2008 - Present
Investment Planning Counsel 2004 - 2008
Investment Planning Counsel 2001 - 2004
Balanced Planning 1995 - 2000
Canada Life 1989 - 1994
Delrina 1987 - 1989
Tektronix 1985 - 1987
Skills
Business Succession..., Strategic Financial..., Investments, Entrepreneurship, Finance, Leadership, Insurance, Low Cost ETF Strategy, Financial Planning, Estate Planning, Investment Strategies, Mutual Funds, Wealth Management, Retirement, Portfolio Management, Wealth, Retirement Planning, Investment Advisory, Financial Advisory, Financial Services
Education
Algonquin College of Applied Arts and Technology 1969 — 1972
3 yr business/3yr Electronics, Managment/Marketing/Electronics Engineering Technicien
laurier macdonald high 1968 — 1971
Katie Parnis Katie Parnis's HollisWealth Insurance Agency Ltd. Experience November 2013 - Present
Job Insurance Advisor at Holliswealth Insurance Agency Ltd
Industry Insurance
Experience
Holliswealth Insurance Agency Ltd November 2013 - Present
Holliswealth Insurance Agency Ltd January 2010 - October 2013
Skills
Life Insurance, Disability Insurance
Education
The University of Calgary
Bachelor of Commerce (B.Com.), Accounting
Holliswealth Insurance Agency Ltd November 2013 - Present
Holliswealth Insurance Agency Ltd January 2010 - October 2013
Skills
Life Insurance, Disability Insurance
Education
The University of Calgary
Bachelor of Commerce (B.Com.), Accounting
David Strilchuk's HollisWealth Insurance Agency Ltd. Experience February 2000 - Present
Job CERTIFIED FINANCIAL PLANNER® at Holliswealth Advisory Services Inc.
Industry Financial Services
Experience
Holliswealth Advisory Services Inc. March 2000 - Present
HollisWealth Insurance Agency Ltd. February 2000 - Present
Self-employed January 1989 - January 2000
Skills
Public Speaking, Microsoft Office, Finance, Insurance, Microsoft Excel, Leadership, Risk Management, Research
Education
The University of British Columbia 1988 — 1991
Physics
Holliswealth Advisory Services Inc. March 2000 - Present
HollisWealth Insurance Agency Ltd. February 2000 - Present
Self-employed January 1989 - January 2000
Skills
Public Speaking, Microsoft Office, Finance, Insurance, Microsoft Excel, Leadership, Risk Management, Research
Education
The University of British Columbia 1988 — 1991
Physics
Silvia Rockel's HollisWealth Insurance Agency Ltd. Experience 2001 - Present
Job Licensed Assistant & Branch Administrator at HollisWealth Advisory Services Inc.
Industry Financial Services
Experience
HollisWealth Advisory Services Inc. January 2013 - Present
HollisWealth Insurance Agency Ltd. 2001 - Present
Arthur St. Dental office 1991 - Present
DundeeWealth Inc January 2001 - December 2012
Skills
Mutual Funds, Wealth Management, Dental Hygiene, Disability Insurance, Life Insurance, Critical Illness..., Retirement, Critical Illness, Fixed Annuities
Education
St. Clair College 1990 — 1991
diploma in Dental Hygiene
Fanshawe College 1988 — 1989
diploma in Dental Assisting
HollisWealth Advisory Services Inc. January 2013 - Present
HollisWealth Insurance Agency Ltd. 2001 - Present
Arthur St. Dental office 1991 - Present
DundeeWealth Inc January 2001 - December 2012
Skills
Mutual Funds, Wealth Management, Dental Hygiene, Disability Insurance, Life Insurance, Critical Illness..., Retirement, Critical Illness, Fixed Annuities
Education
St. Clair College 1990 — 1991
diploma in Dental Hygiene
Fanshawe College 1988 — 1989
diploma in Dental Assisting