Company Description

HollisWealth provides diversified wealth and investment management solutions, which include alternative and tax-advantaged products and advisory services, to advisors, institutions, corporations and foundations.

HollisWealth supports innovative wealth management through a network of independent advisors who operate under the HollisWealth brand. This financial advisory network consists of approximately 1,000 advisors of multiple regulated entities who reside in over 400 locations across Canada.

Community Involvement

HollisWealth Story Pod

Bill McTavish, Director, Private Client Group with HollisWealth Advisory Services Inc. in Newmarket visited Los Angeles a few years ago and was inspired to bring a community reading program back to his hometown. Bill partnered with Scott Munro, Financial Advisor, HollisWealth Advisory Services Inc. and Ted Kurello, Portfolio Manager at HollisWealth to fund the project and bring it to life. On August 8th, with sponsorship from AKB Architecture and the Town of Newmarket, the HollisWealth Story Pod was unveiled at the Newmarket Riverwalk Commons.

The HollisWealth Story Pod is a book sharing community initiative to help promote reading and literacy. Visitors are encouraged to sit and read a book at the Story Pod, or to take the book home and return it once they are done. A client from the Newmarket HollisWealth location works at Scholastic and generously helped to have Scholastic sponsor the initiative and provide the initial books for the Story Pod along with the Newmarket Public Library.