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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.

Find HollisWealth employees' phone numbers or email addresses

HollisWealth Global Highlights

Location
Employees

North America
182

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  • Canada
    178
  • United States Of America
    2
  • Mexico
    2

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

HollisWealth's Leadership

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

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
  • Investment Advisor at HollisWealth
    A. A.
    Investment Advisor
    Mobile Phone
    Canada
    Sep 17, 2024
  • Administrator Assistant at HollisWealth
    A. S.
    Administrator Assistant
    Mobile Phone
    Canada, British Columbia
  • Insurance Advisor at HollisWealth
    A. A.
    Insurance Advisor
    Mobile Phone
    Canada, Ontario
  • Insurance Consultant at HollisWealth
    A. S.
    Insurance Consultant
    Mobile Phone
    Canada, British Columbia
  • Associate at HollisWealth
    B. H.
    Associate
    Mobile Phone
    Canada, Ontario
    Feb 02, 2024
  • Advisor Assistant-Mutual Funds/Financial Planning at HollisWealth
    C. R.
    Advisor Assistant-Mutual Funds/Financial Planning
    Mobile Phone
    Canada, Alberta
    Oct 28, 2024
  • Administrative Assistant at HollisWealth
    D. S.
    Administrative Assistant
    Mobile Phone
    Canada, British Columbia
    Apr 23, 2025
  • Associate Investment Advisor at HollisWealth
    J. A.
    Associate Investment Advisor
    Mobile Phone
    Canada, Ontario
  • Associate Investment Advisor at HollisWealth
    L. O.
    Associate Investment Advisor
    Mobile Phone
    Canada, British Columbia
  • Administrator Assistant at HollisWealth
    M. C.
    Administrator Assistant
    Mobile Phone
    Canada, Ontario

Frequently Asked Questions

What is HollisWealth known for?

Minus sign iconPlus sign iconHollisWealth 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?

Minus sign iconPlus sign iconHollisWealth 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?

Minus sign iconPlus sign iconHollisWealth 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?

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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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