HollisWealth Employee Directory

Financial ServicesQuebec, Canada51-200 Employees

We’ve moved! As of March 31, this page will no longer be active. If your HollisWealth account statements feature the Mutual Fund Dealers Association of Canada (MFDA) logo in the bottom-left corner, please visit and follow the Investia Financial Services LinkedIn page. If your statements have the Investment Industry Regulatory Organization of Canada (IIROC) logo, please visit and follow iA Private Wealth.

Find HollisWealth employees' phone numbers or email addresses

HollisWealth Global Highlights

Location
Employees

North America
261

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  • Canada
    254
  • United States Of America
    4
  • Mexico
    3

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

HollisWealth's Leadership

  • Stylized image of a person
    B. A. A.
    Entrepreneur, Vacation Rental Owner/ Operator, Property Manager
    Phone icon
  • Stylized image of a person
    R. N.
    Director - Salesforce Delivery
    Phone icon
  • Stylized image of a person
    W. M.
    Director,Private Client Group Financial Advisor
    Phone icon
  • Stylized image of a person
    P. W.
    Executive Director, Private Client Group, Senior Investment Advisor, Portfolio Manager
    Phone icon
  • Stylized image of a person
    K. G. C.
    Portfolio Manager
    Phone icon
  • Stylized image of a person
    C. B.
    Operations Team Lead
    Phone icon
  • Stylized image of a person
    T. S.
    Corporate Branch Manager
    Phone icon
  • Stylized image of a person
    N. S.
    Branch Manager
    Phone icon

HollisWealth Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Administrative
  • Analytics
  • Consultant
  • Business Development
  • Other
  • Business
  • Banking
  • Community & Social Services
  • Legal
  • Quality Assurance

Contact profiles from HollisWealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. A. A.
    Entrepreneur, Vacation Rental Owner/ Operator, Property Manager
    Phone icon
    CanadaBritish Columbia
    Mar 14, 2025
  • Stylized image of a person
    R. N.
    Director - Salesforce Delivery
    Phone icon
    Canada
    Nov 12, 2025
  • Stylized image of a person
    W. M.
    Director,Private Client Group Financial Advisor
    Phone icon
    CanadaOntario
    Mar 05, 2026
  • Stylized image of a person
    P. W.
    Executive Director, Private Client Group, Senior Investment Advisor, Portfolio Manager
    Phone icon
    CanadaOntario
  • Stylized image of a person
    K. G. C.
    Portfolio Manager
    Phone icon
    CanadaBritish Columbia
    Oct 19, 2025
  • Stylized image of a person
    C. B.
    Operations Team Lead
    Phone icon
    CanadaOntario
    Apr 02, 2025
  • Stylized image of a person
    T. S.
    Corporate Branch Manager
    Phone icon
    CanadaOntario
    Mar 05, 2026
  • Stylized image of a person
    N. S.
    Branch Manager
    Phone icon
    CanadaOntario
    Aug 10, 2025
  • Stylized image of a person
    M. S.
    Case Manager
    Phone icon
    Canada
    Feb 18, 2026
  • Stylized image of a person
    L. H.
    Accounts Manager
    Phone icon
    CanadaOntario
    Aug 12, 2025

Frequently Asked Questions

What is HollisWealth known for?

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HollisWealth operates in the Financial Services industry. The company's main headquarters is located in 2200 Mcgill College Avenue Suite 350 Montréal, Quebec h3a 3p8 Canada; you can contact the main corporate office by phone at . Explore HollisWealth's company overview page for more information.

What is HollisWealth's most common email format?

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HollisWealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more HollisWealth email formats with LeadIQ.

How many employees does HollisWealth have currently?

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HollisWealth has approximately 178 employees as of March 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are HollisWealth's key employees and leadership?

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As of March 2026, HollisWealth's key employees include:

  • Entrepreneur, Vacation Rental Owner/ Operator, Property Manager: B. A. A.
  • Director - Salesforce Delivery: R. N.
  • Director,Private Client Group Financial Advisor: W. M.
  • Executive Director, Private Client Group, Senior Investment Advisor, Portfolio Manager: P. W.
  • Portfolio Manager: K. G. C.

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