HollisWealth Company
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HollisWealth Employees
Employee
Years
Job
Industry
Matthew Evans, CFP® Matthew Evans, CFP®'s HollisWealth Experience 2010 - Present
Job Associate Investment Advisor at HollisWealth
Industry Financial Services
Experience
HollisWealth 2010 - Present
Canaccord Genuity Wealth Management (Canada) 2008 - 2010
RBC 2007 - 2008
Skills
Strategic Financial..., Retirement Planning, Retirement Income..., Wealth Management, Investments, Investment Advisory, Investment Strategies, Financial Planning
Education
British Columbia Institute of Technology 2005 — 2007
Financial Management - Financial Planning
Simon Fraser University
Computer Science - School of Interactive Arts and Design
HollisWealth 2010 - Present
Canaccord Genuity Wealth Management (Canada) 2008 - 2010
RBC 2007 - 2008
Skills
Strategic Financial..., Retirement Planning, Retirement Income..., Wealth Management, Investments, Investment Advisory, Investment Strategies, Financial Planning
Education
British Columbia Institute of Technology 2005 — 2007
Financial Management - Financial Planning
Simon Fraser University
Computer Science - School of Interactive Arts and Design
Jonathan Luesby, B.Com,CFP®,CIM, FCSI Jonathan Luesby, B.Com,CFP®,CIM, FCSI's HollisWealth Experience 2004 - Present
Job Wealth Manager, Life Planner & Financial Planner Four Pillars Financial
Industry Financial Services
Experience
HollisWealth 2004 - Present
HollisWealth Insurance Agency Limited 2004 - Present
Four Pillars Financial 1993 - Present
Sunoco March 1990 - May 1991
Ultramar June 1985 - March 1990
Skills
Wealth, Portfolio Management, Estate Planning, Health Insurance, Financial Planners, Mutual Funds, Financial Services, Finance, Securities, Risk Management, Insurance, Investments, Wealth Management, Retirement, Retirement Planning, Investment Advisory, Strategic Financial..., Financial Advisory, Financial Planning
Education
University of Ottawa / Université d'Ottawa 1984 — 1986
B.Comm, Honors Commerce
University of Ottawa / Université d'Ottawa 1979 — 1984
B. Admin, Business
HollisWealth 2004 - Present
HollisWealth Insurance Agency Limited 2004 - Present
Four Pillars Financial 1993 - Present
Sunoco March 1990 - May 1991
Ultramar June 1985 - March 1990
Skills
Wealth, Portfolio Management, Estate Planning, Health Insurance, Financial Planners, Mutual Funds, Financial Services, Finance, Securities, Risk Management, Insurance, Investments, Wealth Management, Retirement, Retirement Planning, Investment Advisory, Strategic Financial..., Financial Advisory, Financial Planning
Education
University of Ottawa / Université d'Ottawa 1984 — 1986
B.Comm, Honors Commerce
University of Ottawa / Université d'Ottawa 1979 — 1984
B. Admin, Business
Dick Ballard Dick Ballard's HollisWealth Experience 1998 - Present
Job Investment Advisor at HollisWealth
Industry Investment Management
Experience
HollisWealth 1998 - Present
Skills
Retirement Planning, Mutual Funds, Wealth Management, Investment Strategies, Investment Advisory, Asset Allocation, Investments, Asset Management, Portfolio Management, Equities, Securities, Financial Planning, Alternative Investments, Fixed Income, Hedge Funds, Financial Markets, Financial Services, Financial Analysis, Insurance, Investor Relations
Education
The University of British Columbia 1970 — 1979
MBA
The University of British Columbia 1970 — 1979
Bachelor of Arts (B.A.), Psychology
HollisWealth 1998 - Present
Skills
Retirement Planning, Mutual Funds, Wealth Management, Investment Strategies, Investment Advisory, Asset Allocation, Investments, Asset Management, Portfolio Management, Equities, Securities, Financial Planning, Alternative Investments, Fixed Income, Hedge Funds, Financial Markets, Financial Services, Financial Analysis, Insurance, Investor Relations
Education
The University of British Columbia 1970 — 1979
MBA
The University of British Columbia 1970 — 1979
Bachelor of Arts (B.A.), Psychology
IAN LIPINSKI IAN LIPINSKI's HollisWealth Experience 2013 - Present
Job Investment Advisor at HollisWealth
Industry Financial Services
Experience
HollisWealth 2013 - Present
HollisWealth 2013 - Present
Dundee Wealth 1999 - November 2013
Skills
Investments, Investment Advisory, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Financial Planners, Wealth, Wealth Accumulation, Investment Strategies, Estate Planning, Stocks, Wealth Management..., Asset Allocation, Financial Advisory, Life Insurance, Disability Insurance, Segregated Funds, Financial Planning, Equities
Education
U of Calgary 1983 — 1986
Commerce, Accounting
Red Deer College 1974 — 1975
BusAdminDip, Business
HollisWealth 2013 - Present
HollisWealth 2013 - Present
Dundee Wealth 1999 - November 2013
Skills
Investments, Investment Advisory, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Financial Planners, Wealth, Wealth Accumulation, Investment Strategies, Estate Planning, Stocks, Wealth Management..., Asset Allocation, Financial Advisory, Life Insurance, Disability Insurance, Segregated Funds, Financial Planning, Equities
Education
U of Calgary 1983 — 1986
Commerce, Accounting
Red Deer College 1974 — 1975
BusAdminDip, Business
Nader Nasr Nader Nasr's HollisWealth Experience November 2013 - May 2014
Job Investment Advisor at TD Wealth Private Investment Advice
Industry Financial Services
Experience
TD Wealth, Private Investment Advice May 2014 - Present
HollisWealth November 2013 - May 2014
DundeeWealth June 2005 - October 2013
Berkshire Securities Inc. June 2004 - June 2005
Skills
Investment Advisory, Insurance Planning, Wealth Management, Financial Planning, Asset Management, Estate Planning, Mutual Funds, Investments, Strategic Financial..., Financial Advisory, Financial Planners, Retirement, Investment Strategies, Financial Services, Securities, Retirement Planning, Hedge Funds, Finance, Asset Allocation, Portfolio Management, Insurance, Strategy, Financial Markets, Bonds, Investment Management, Equities, Risk Management, Fixed Income, Fixed Annuities, Wealth
Education
Concordia University 1999 — 2003
B. Eng, Computer Engineering
CEGEP - John Abbott College 1996 — 1998
DEC, Natural Sciences (Pure and Applied)
TD Wealth, Private Investment Advice May 2014 - Present
HollisWealth November 2013 - May 2014
DundeeWealth June 2005 - October 2013
Berkshire Securities Inc. June 2004 - June 2005
Skills
Investment Advisory, Insurance Planning, Wealth Management, Financial Planning, Asset Management, Estate Planning, Mutual Funds, Investments, Strategic Financial..., Financial Advisory, Financial Planners, Retirement, Investment Strategies, Financial Services, Securities, Retirement Planning, Hedge Funds, Finance, Asset Allocation, Portfolio Management, Insurance, Strategy, Financial Markets, Bonds, Investment Management, Equities, Risk Management, Fixed Income, Fixed Annuities, Wealth
Education
Concordia University 1999 — 2003
B. Eng, Computer Engineering
CEGEP - John Abbott College 1996 — 1998
DEC, Natural Sciences (Pure and Applied)
Amy McLeod Amy McLeod's HollisWealth Experience October 2013 - April 2014
Job Dining Room Server at Sonora Resort Canada
Industry Hospitality
Experience
Sonora Resort Canada April 2014 - October 2014
HollisWealth October 2013 - April 2014
HollisWealth June 2012 - October 2013
HollisWealth May 2010 - June 2012
Skills
Customer Service, Social Media, Event Planning, Marketing, Marketing Strategy, Sales, Management, Investments, Marketing Communications, Life Insurance
Education
British Columbia Institute of Technology / BCIT 2009 — 2013
Bachelor of Business Administration (BBA), Financial Planning and Services
British Columbia Institute of Technology / BCIT 2007 — 2009
Diploma of Technology, Financial Management
Seycove Secondary School
Sonora Resort Canada April 2014 - October 2014
HollisWealth October 2013 - April 2014
HollisWealth June 2012 - October 2013
HollisWealth May 2010 - June 2012
Skills
Customer Service, Social Media, Event Planning, Marketing, Marketing Strategy, Sales, Management, Investments, Marketing Communications, Life Insurance
Education
British Columbia Institute of Technology / BCIT 2009 — 2013
Bachelor of Business Administration (BBA), Financial Planning and Services
British Columbia Institute of Technology / BCIT 2007 — 2009
Diploma of Technology, Financial Management
Seycove Secondary School
Kevin Komlenovich Kevin Komlenovich's HollisWealth Experience January 2000 - Present
Job Advisor Service Cordinator at HollisWealth
Industry Photography
Experience
Moment at Last Photography March 2003 - Present
HollisWealth January 2000 - Present
Skills
Customer Service, Social Media, Outlook, Time Management, Marketing, Banking, Microsoft Excel, Microsoft Office, System Administration, Team Leadership, Leadership, Training, Coaching, Team Building, Management, Social Media Marketing, Insurance
Education
Seneca College of Applied Arts and Technology 2005 — 2008
Business Administration
Edgewood
Moment at Last Photography March 2003 - Present
HollisWealth January 2000 - Present
Skills
Customer Service, Social Media, Outlook, Time Management, Marketing, Banking, Microsoft Excel, Microsoft Office, System Administration, Team Leadership, Leadership, Training, Coaching, Team Building, Management, Social Media Marketing, Insurance
Education
Seneca College of Applied Arts and Technology 2005 — 2008
Business Administration
Edgewood
John Kelleway John Kelleway's HollisWealth Experience 1998 - Present
Job Regional VP, GTA, NE Ontario and Atlantic Region at HollisWealth, A Division of Scotiabank Global Wealth & Insurance
Industry Financial Services
Experience
DundeeWealth July 1998 - Present
Holliswealth 1998 - Present
Bank of Montreal September 1987 - July 1998
Education
Centennial College 1985 — 1987
Business, Finance
DundeeWealth July 1998 - Present
Holliswealth 1998 - Present
Bank of Montreal September 1987 - July 1998
Education
Centennial College 1985 — 1987
Business, Finance
Farhan Hamidani Farhan Hamidani's HollisWealth Experience November 2013 - Present
Job Chief Operating Officer & Managing Director at HollisWealth (Scotiabank Global Wealth & Insurance)
Industry Financial Services
Experience
HollisWealth November 2013 - Present
DundeeWealth Inc. October 2009 - October 2013
DundeeWealth Inc. July 2008 - October 2009
DundeeWealth Inc. May 2006 - June 2008
Harrington Lane Inc. March 2005 - April 2006
Simon Fraser University & Norshield Asset Management April 2004 - August 2004
MD Private Trust 2002 - 2003
Investors Group June 2000 - November 2002
Dollar Craze & Discount Gallery May 1991 - May 2000
Sears Canada May 1997 - December 1998
Skills
Wealth Management, Executive Management, Business Strategy, Financial Advisory, New Business Development, Brand Development, Media Relations, Social Media, Mobile Technology, Change Management, Process Engineering, Public Relations, Team Building, Team Leadership, Marketing Strategy, Sales Management, Investment Advisory, Superior Client Service, Budgets, Cross-functional Team..., Strategic Financial..., Mutual Funds, Strategy, Portfolio Management, Investments, Business Planning, Business Development, Financial Services
Education
Canadian Securities Institute 2008 — 2008
PDO, Partners, Directors & Senior Officers Course
American Academy of Financial Management 2005 — 2005
CWM, Chartered Wealth Manager
American Academy of Financial Management 2005 — 2005
CTEP, Chartered Trust & Estate Practitioner
Simon Fraser University 2003 — 2005
MBA, Global Asset & Wealth Management
University of Toronto Mississauga 1996 — 2000
B.Comm, Accounting & Corporate Finance
Canadian Securities Institute 1998 — 1999
CSC, Canadian Securities Course
HollisWealth November 2013 - Present
DundeeWealth Inc. October 2009 - October 2013
DundeeWealth Inc. July 2008 - October 2009
DundeeWealth Inc. May 2006 - June 2008
Harrington Lane Inc. March 2005 - April 2006
Simon Fraser University & Norshield Asset Management April 2004 - August 2004
MD Private Trust 2002 - 2003
Investors Group June 2000 - November 2002
Dollar Craze & Discount Gallery May 1991 - May 2000
Sears Canada May 1997 - December 1998
Skills
Wealth Management, Executive Management, Business Strategy, Financial Advisory, New Business Development, Brand Development, Media Relations, Social Media, Mobile Technology, Change Management, Process Engineering, Public Relations, Team Building, Team Leadership, Marketing Strategy, Sales Management, Investment Advisory, Superior Client Service, Budgets, Cross-functional Team..., Strategic Financial..., Mutual Funds, Strategy, Portfolio Management, Investments, Business Planning, Business Development, Financial Services
Education
Canadian Securities Institute 2008 — 2008
PDO, Partners, Directors & Senior Officers Course
American Academy of Financial Management 2005 — 2005
CWM, Chartered Wealth Manager
American Academy of Financial Management 2005 — 2005
CTEP, Chartered Trust & Estate Practitioner
Simon Fraser University 2003 — 2005
MBA, Global Asset & Wealth Management
University of Toronto Mississauga 1996 — 2000
B.Comm, Accounting & Corporate Finance
Canadian Securities Institute 1998 — 1999
CSC, Canadian Securities Course
Shannon Straathof Shannon Straathof's HollisWealth Experience 2004 - Present
Job Investment Advisor at HollisWealth
Industry Financial Services
Experience
HollisWealth 2004 - Present
Education
University of Alberta 2001 — 2004
BComm, Finance, Business Law, Economics
Certified Financial Planner (CFP)
HollisWealth 2004 - Present
Education
University of Alberta 2001 — 2004
BComm, Finance, Business Law, Economics
Certified Financial Planner (CFP)
Jennifer Fabre, CFP® Jennifer Fabre, CFP®'s HollisWealth Experience 2010 - Present
Job Senior Investment Advisor at HollisWealth
Industry Financial Services
Experience
HollisWealth 2010 - Present
Canaccord Genuity Wealth Management (Canada) 2006 - 2010
Dundee Securities Inc. 2001 - 2006
Edward Jones 1999 - 2001
Skills
Investments, Wealth Management, Insurance, Retirement Planning, Finance, Investment Advisory, Strategic Financial..., Investment Strategies, Teaching Higher..., Estate Planning, Investment Management, Alternative Investments, Retirement, Financial Planning, Asset Management, Portfolio Management, Equities, Financial Services, Wealth
Education
The University of British Columbia
HollisWealth 2010 - Present
Canaccord Genuity Wealth Management (Canada) 2006 - 2010
Dundee Securities Inc. 2001 - 2006
Edward Jones 1999 - 2001
Skills
Investments, Wealth Management, Insurance, Retirement Planning, Finance, Investment Advisory, Strategic Financial..., Investment Strategies, Teaching Higher..., Estate Planning, Investment Management, Alternative Investments, Retirement, Financial Planning, Asset Management, Portfolio Management, Equities, Financial Services, Wealth
Education
The University of British Columbia
Nader Hamid, B.Com, CFP®, CIM®, FCSI Nader Hamid, B.Com, CFP®, CIM®, FCSI's HollisWealth Experience 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
Flavia Runnalls Flavia Runnalls's HollisWealth Experience January 2005 - Present
Job Assistant, HollisWealth Scotia Capital Inc.
Industry Investment Management
Experience
HollisWealth January 2005 - Present
Skills
Customer Relations, Project Management
Education
Sheridan College
Business Administration, Marketing
HollisWealth January 2005 - Present
Skills
Customer Relations, Project Management
Education
Sheridan College
Business Administration, Marketing
Chris Johnson, CIM Chris Johnson, CIM's HollisWealth Experience January 2004 - Present
Job Director, Private Client Group at HollisWealth
Industry Financial Services
Experience
HollisWealth January 2004 - Present
Balanced Planning January 1994 - January 2004
Skills
Wealth Management, Retirement Planning, Investment Advisory, Financial Services, Asset Allocation, Mutual Funds, Wealth Management..., Wealth, Investment Strategies, Financial Planners, Securities, Financial Planning
Education
University of Ottawa 1989 — 1993
B Comm, Finance/Marketing
HollisWealth January 2004 - Present
Balanced Planning January 1994 - January 2004
Skills
Wealth Management, Retirement Planning, Investment Advisory, Financial Services, Asset Allocation, Mutual Funds, Wealth Management..., Wealth, Investment Strategies, Financial Planners, Securities, Financial Planning
Education
University of Ottawa 1989 — 1993
B Comm, Finance/Marketing
Alicia Mattai's HollisWealth Experience January 2012 - Present
Job . at Cumming & Cumming Wealth Management / HollisWealth
Industry Financial Services
Experience
HollisWealth January 2012 - Present
Assante Capital Management Ltd. September 2007 - January 2012
Skills
Mutual Funds, Investments, Wealth Management, Strategic Financial..., Retirement Planning, Business Analysis, Microsoft Excel, SDLC, Financial Analysis, Estate Planning, Portfolio Management, Relationship Management
Education
Seneca College of Applied Arts and Technology 2007 — 2011
Accounting & Financial Planning
University of Toronto at Scarborough 2004 — 2006
Management for Economics
HollisWealth January 2012 - Present
Assante Capital Management Ltd. September 2007 - January 2012
Skills
Mutual Funds, Investments, Wealth Management, Strategic Financial..., Retirement Planning, Business Analysis, Microsoft Excel, SDLC, Financial Analysis, Estate Planning, Portfolio Management, Relationship Management
Education
Seneca College of Applied Arts and Technology 2007 — 2011
Accounting & Financial Planning
University of Toronto at Scarborough 2004 — 2006
Management for Economics
Steve Sparrow's HollisWealth Experience September 2008 - Present
Job Vice President, Products and Services, HollisWealth
Industry Financial Services
Experience
HollisWealth September 2008 - Present
DundeeWeatlh Management August 2006 - September 2008
DundeeWealth Management June 2005 - August 2006
Education
McMaster University
HollisWealth September 2008 - Present
DundeeWeatlh Management August 2006 - September 2008
DundeeWealth Management June 2005 - August 2006
Education
McMaster University
Brock Stewart's HollisWealth Experience June 2003 - Present
Job CFP®, FMA
Industry Financial Services
Experience
HollisWealth June 2003 - Present
Skills
Strategic Planning
Education
University of Alberta 1984 — 1988
HollisWealth June 2003 - Present
Skills
Strategic Planning
Education
University of Alberta 1984 — 1988
Laura Cimpean's HollisWealth Experience November 2013 - Present
Job Legal and Compliance at DundeeWealth
Industry Investment Management
Experience
HollisWealth November 2013 - Present
DundeeWealth September 2007 - November 2013
Skills
Securities, Mutual Funds, Investment Advisory, Investments, Financial Services
Education
Ryerson University 2006 — 2009
French Translation
HollisWealth November 2013 - Present
DundeeWealth September 2007 - November 2013
Skills
Securities, Mutual Funds, Investment Advisory, Investments, Financial Services
Education
Ryerson University 2006 — 2009
French Translation
Fletcher Campbell's HollisWealth Experience July 2002 - Present
Job Certified Financial Planner at Dundee Securities
Industry Financial Services
Experience
Holliswealth July 2002 - Present
Skills
Wealth Management, Retirement Planning, Investments, Estate Planning, Mutual Funds
Education
University of Manitoba 1969 — 1973
B/A Econ B/Comm Finance Honours, Business/Managerial Economics
Holliswealth July 2002 - Present
Skills
Wealth Management, Retirement Planning, Investments, Estate Planning, Mutual Funds
Education
University of Manitoba 1969 — 1973
B/A Econ B/Comm Finance Honours, Business/Managerial Economics
Rosanna Alexander, BSc, CFP®'s HollisWealth Experience November 2012 - Present
Job CERTIFIED FINANCIAL PLANNER® at HollisWealth
Industry Financial Services
Experience
HollisWealth November 2012 - Present
Estate Multipliers January 2010 - October 2012
Skills
Financial Services, Insurance, Retirement, Financial Planners, Retirement Planning
Education
McMaster University 1979 — 1982
Bachelor of Science (B.Sc.), Chemistry
Mohawk College 2008 — 2009
Honours Certificate, Financial Planning
HollisWealth November 2012 - Present
Estate Multipliers January 2010 - October 2012
Skills
Financial Services, Insurance, Retirement, Financial Planners, Retirement Planning
Education
McMaster University 1979 — 1982
Bachelor of Science (B.Sc.), Chemistry
Mohawk College 2008 — 2009
Honours Certificate, Financial Planning