Bloomberg Anywhere Remote Login Bloomberg Terminal Demo Request


Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.


Financial Products

Enterprise Products


Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000


Industry Products

Media Services

Follow Us

November 27, 2015 7:48 PM 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: 77
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 2015.

Similar Private Companies By Industry

Company Name Region
Kingsway Capital of Canada Inc. Americas
NCE Resources Group Inc. Americas
Redtail Capital Partners Inc. Americas
Caisse populaire Desjardins de Rivière-Eternité Americas
Jacob Securities Inc. Americas

Recent Private Companies Transactions

No transactions available in the past 12 months.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
NYC2012, Inc. United States
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact HollisWealth Inc., please visit Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at