HollisWealth® is a trade name of Investia Financial Services Inc.

William P. McTavish
Director, Private Client Group
Financial Advisor
(905)-898-4228 ext. 110
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Juliane Goyette
Financial Advisor
(905)-898-4228 ext. 118
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Brian Lavoie, CFA®, CFP®
Financial Planner
(905) 898-4228 ext 105
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Pauline Houle
Mutual Fund Representative
Assistant to William P. McTavish
(905)-898-4228 ext. 109
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Angela Lochhead
Assistant to William P. McTavish
(905)-898-4228
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Carrie Rath
Assistant to William P. McTavish
(905)-898-4228
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Scott Munro, BA
Financial Advisor
(905)-898-4228 ext. 108
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Nicole Harvey
Administrative Assistant
(905)-898-4228 ext. 128
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D. E. (Dave) Kelly, CFP ®
Senior Financial Advisor
Certified Financial Planner
(905)-898-4228 ext.106
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Dawn Ireton
Associate Financial Advisor
(905)-898-4228
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HollisWealth®, a division of Industrial Alliance Securities Inc.

Ted Kurello, CIM
Portfolio Manager
(905)-853-2789
1-(800)-866-1158
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Ted’s Website

Samantha Seaman
Associate Investment Advisor
(905)-898-4228 ext. 202
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Owen M. Smith, HBA, BSc.
Senior Investment Advisor
(905)-898-4228 ext. 117
1-(800)-457-7919 ext. 117
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Owen’s Website

Connor Ryan
Associate Investment Advisor
(905) 898-4228 ext 107
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Hollis Insurance Inc.

Tracey Hough
Insurance Advisor
(905)-898-4228 ext. 120
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