What departments does HollisWealth have?

HollisWealth has employees across 12 departments including Entrepreneurship, Finance, Community & Social Services, Sales, Business Development.

What is the largest department at HollisWealth?

The largest department at HollisWealth is Finance with 19 employees.

Where are HollisWealth employees located globally?

HollisWealth has employees across 2 continents and 4 countries including United Kingdom Of Great Britain And Northern Ireland, Canada, United States Of America, Mexico.

How has HollisWealth's team size changed over time?

HollisWealth's team has decreased from approximately 616 to 206 employees based on available data.

HollisWealth Employee Directory

Financial ServicesQuebec, Canada51-200 Employees

HollisWealth operates in the financial services sector and is based in Montreal, Quebec, Canada. It is described as a mid-sized firm with a Canadian footprint. Public notices associated with HollisWealth indicate that client account statements may bear regulatory logos from the Mutual Fund Dealers Association of Canada (MFDA) or the Investment Industry Regulatory Organization of Canada (IIROC), suggesting involvement in regulated investment activities.

A move-related notice states that the page will no longer be active after March 31. It directs clients whose statements display the MFDA logo to follow Investia Financial Services on LinkedIn, while those with the IIROC logo are advised to follow iA Private Wealth. The information lists a website, https://iaprivatewealth.ca, underscoring a connection to iA Private Wealth.

HollisWealth Global Highlights

North America
182

Canada
178
United States Of America
2
Mexico
2

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

HollisWealth's Leadership

B. A. A.
Entrepreneur, Vacation Rental Owner/ Operator, Property Manager
Mobile Phone
Email
W. M.
Director,Private Client Group Financial Advisor
Mobile Phone
Email
P. W.
Executive Director, Private Client Group, Senior Investment Advisor, Portfolio Manager
Mobile Phone
Email
K. G. C.
Portfolio Manager
Mobile Phone
Email
T. S.
Corporate Branch Manager
Mobile Phone
Email
N. S.
Branch Manager
Mobile Phone
Email
M. S.
Case Manager
Mobile Phone
Email
L. H.
Accounts Manager
Mobile Phone
Email

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

Location

Last Update

G. K.
Investment Advisor, Certified Financial Planner, Canadian Investment Manager
Mobile Phone
Email
Canada, British Columbia
Oct 01, 2026
C. B.
Operations Team Lead
Mobile Phone
Email
Canada, Ontario
Aug 29, 2026
M. A.
Senior Java Developer
Mobile Phone
Email
Canada, Ontario
Nov 19, 2025
L. T.
Senior Financial Advisor
Mobile Phone
Email
Canada, British Columbia
Sep 12, 2026
B. S.
Senior Financial Advisor
Mobile Phone
Email
Canada, Ontario
May 28, 2026
A. K.
Senior Investment Advisor
Mobile Phone
Email
Oct 17, 2024
F. F. M.
Independent Contractor - Senior Java Developer
Mobile Phone
Email
Canada
Oct 23, 2024
J. F.
Senior Investment Advisor
Mobile Phone
Email
Canada, British Columbia
J. C. C. C. C.
Senior Advisor With HollisWealthÂ® A Division Of Industrial Alliance Securities Inc.
Mobile Phone
Email
Canada, British Columbia
Apr 26, 2025
L. C.
Staff Accountant
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is HollisWealth known for?

HollisWealth operates in the Financial Services industry. You can contact HollisWealth's main corporate office by phone at

+1-416-350-****

. Explore HollisWealth's company overview page for more information.

What is HollisWealth's most common email format?

HollisWealth employees' email format typically follows the pattern of First.Last@holliswealth.com. 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?

HollisWealth has approximately 172 employees as of October 2026. These team members are located across 2 continents, including North America and Europe.

Who are HollisWealth's key employees and leadership?

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

Entrepreneur, Vacation Rental Owner/ Operator, Property Manager: B. A. A.
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.
Corporate Branch Manager: T. S.

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HollisWealth Employee Directory

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