October 22, 2016 6:27 AM ET

Capital Markets

Company Overview of HollisWealth Inc.

Company Overview

HollisWealth Inc., a wealth management company, provides investment management, securities brokerage, financial planning, and investment advisory services to advisors, institutions, corporations, and foundations primarily in Canada, the United States, and Europe. The company operates through two businesses, Investment Management and Financial Advisory. The Investment Management business involves in creating, managing, and administering investment portfolios; and providing internal and third-party management and advisory services. This business offers mutual funds, managed asset accounts, portfolio solutions, closed-end products, private client asset management services, and alternative inves...

Dundee Place

1 Adelaide Street East

27th Floor

Toronto, ON M5C 2V9


Founded in 1998

1,008 Employees



Key Executives for HollisWealth Inc.

Chairman, Member of Risk Management Committee, Chairman of DWM, Chairman of Goodman & Company Investment Counsel Ltd, Chief Executive Officer of Dundee Corporation, President of Dundee Corporation and Advisor of Goodman Private - Division of DundeeWealth
Age: 78
Chief Financial Officer, Executive Vice President of Finance, Chief Financial Officer of DundeeWealth Investment and Executive Vice President of DundeeWealth Investment
Chief Executive Officer of Dundee Bank of Canada and President of Dundee Bank of Canada
Head of Dynamic - Goodman & Company Investment Counsel Ltd and Executive Vice President - Goodman & Company Investment Counsel Ltd
Secretary of Dwm and Executive Vice President of Distribution, Legal & Compliance
Compensation as of Fiscal Year 2016.

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Recent Private Companies Transactions

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