For top advisors looking to get better.

What to expect by joining our team.

At HollisWealth, we strive to provide the framework that aligns the best interests of our advisors, our staff and the firm as a whole. By doing so, our goal is to be the best choice for talented advisors looking to build their businesses.

See what it takes to be a HollisWealth advisor.

Rewards

The Canadian Post

Friday July 20, 2018

Top Advisors Earn Top Recognition.

  • A highly competitive pay structure

    We know the value of partnering with successful, independent advisors who are in touch with their community. It’s why we use a highly competitive payout model that rewards advisors who are committed to industry best practices and do right by their clients.

  • Acknowledgements for Excellence

    Our "Quality and Excellence" program acknowledges and rewards business savvy advisors who focus on holistic financial planning.

  • Our Chairman & President's Clubs

    Chairman's Club.

    • Provides top performing advisors with an opportunity to share best practices and proven strategies.

    President's Club.

    • Encourages high-calibre advisors to exchange success stories and business development practices.
Transition process

Transitions are never easy. But we've got it as close as possible.

From day one, we share all the pros and cons with a new advisor and their team so there are no surprises.

The entire transition process is customized to meet the unique needs of an advisor and their business.

When you join HollisWealth, you deal with one team of individuals who coordinate all elements of your transition. This enables you to continue to focus on your clients' needs with minimal disruption to your business.

We offer automated tools and processes unique to each advisor which helps to reduce administrative work and minimize inconveniences.

Contact

Want to hear more? We're ready to talk.

British Columbia
Mark Neale Regional Vice President T: 604-647-2868 M: 778-239-9270 mark.neale@iagto.ca
The Prairies
Geoff Wilkinson Regional Vice President T: 416-350-3250 ext. 6990 M: 647-625-7816 geoffrey.wilkinson@iagto.ca
Ontario
Stacie Fisher Regional Vice President T: 416-850-6115 M: 289-244-2884 stacie.fisher@iagto.ca
Quebec & Atlantic Canada
Frédéric Dayan Regional Vice President T: 514-375-6563 M: 514-451-4214 frederic.dayan@iagto.ca
John Kelleway SVP, Head of National Sales T: 416-332-3857 M: 647-624-3682 john.kelleway@iagto.ca