holliswealth.comHollisWealth | Who we are

Account login Find an advisor Contact us Français Who we are Investors Advisors Careers Home Our approach Our advisors What we believe Our advantage Find an advisor Looking at things from a different perspective gives you a better perspective. At HollisWealth, we approach wealth management from a different point of view. A point of view rooted in the thinking that we should have deeper relationships with advisors, investors and employees. When we do, we can provide our advisors with the tools they need to craft holistic solutions for their clients. Our approach We live in a human world. In which we deal with numbers. In the wealth management business, we work with numbers. That's no surprise. But numbers don't define our success as a firm. Because investors are more than just statistics. They're people. People who have goals. Helping people achieve those goals is how we define success. That's why we look for advisors and employees who are astute and empathetic. Individuals who are business smart but are also approachable, respectful and easy to talk to. Our advisors A HollisWealth advisor always knows the person behind a portfolio. When an advisor knows their client, their stage in life and what they want to achieve, they can dig deeper. It gives our advisors the means to provide every client with a holistic solution to what they’re looking for. What we believe Our ideal advisor Relationships Innovation What we expect from our advisors, we expect from ourselves. It’s important that we’re familiar with an advisor’s business. It helps us provide them the right tools and training so they can do the best job possible. Relationships trump partnerships. Most firms tout the importance of partnerships. We think that the phrase "partnership" goes along with the thinking that a person is their portfolio. It's a less personal connection where success is based on raw numbers. At HollisWealth, we strive to form relationships with our advisors, investors and employees. We feel it's a deeper connection and is the foundation for how we want to do business. Innovation is a by-product of solving problems. We think of ourselves as innovative. That's no surprise. What company doesn't? But we differ in that keeping ourselves ahead of the competition isn't our main objective. To us, innovation comes through solving a problem for our advisors. The solutions we've arrived at – like digital signatures, iPad applications, and optimized software – come through knowing our advisors' businesses and helping them gain more time to focus on personal relationships with their clients and less on administrative duties. Our advantage Flexibility that merges so well with stability. While our advisors have the freedom to provide independent advice, they are also backed by iA Securities, a leading wealth management company with one of the largest advisory networks in Canada. To continue your HollisWealth experience, select the section that interests you: Investors Advisors Careers Legal Privacy Complaints Dealer Policies Unclaimed Property...