What departments does HollisWealth have?

HollisWealth has employees across 15 departments including Entrepreneurship, Finance, Program & Project Management, Banking, Community & Social Services.

What is the largest department at HollisWealth?

The largest department at HollisWealth is Finance with 10 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 192 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
259

Canada
253
United States Of America
4
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
C. B.
Operations Team Lead
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

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

R. A.
Senior Investment Advisor
Mobile Phone
Email
CanadaOntario
Apr 25, 2025
C. J. G.
Asesoria En Inversiones
Mobile Phone
Email
MexicoQuerétaro
Nov 19, 2025
U. I.
Wealth Management
Mobile Phone
Email
CanadaOntario
Apr 16, 2026
B. B.
Insurance Consultant
Mobile Phone
Email
CanadaAlberta
Jul 06, 2026
J. C.
Insurance Advisor
Mobile Phone
Email
CanadaOntario
Jun 29, 2026
N. Z.
Database Analyst Advisory
Mobile Phone
Email
CanadaOntario
Jun 26, 2026
N. G.
Certified Financial Planner
Mobile Phone
Email
CanadaOntario
Jun 01, 2026
F. A.
Compliance Officer
Mobile Phone
Email
Canada
Jun 29, 2026
K. S.
Solutions Architect
Mobile Phone
Email
CanadaOntario
Mar 31, 2026
C. C.
Compliance Officer
Mobile Phone
Email
CanadaOntario
Jul 01, 2026

Frequently Asked Questions

What is HollisWealth known for?

HollisWealth operates in the Financial Services industry; you can contact the 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 . 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 174 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are HollisWealth's key employees and leadership?

As of July 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.
Operations Team Lead: C. B.

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HollisWealth Employee Directory

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