As professional financial advisors living in and around the Hamilton area, we are constantly striving to help every client reach their unique financial dreams.
Whether your goal is to retire early, save for a new home, protect your loved ones from financial losses, or for someone to assist you in managing your financial portfolio wisely, we have the team, resources and experience to meet your needs.
About What We Do &
How We Got Here
Our office traces its roots back to April 4, 1994 when we opened our doors under the franchise banner of Ross Dixon Financial Services. We had one assistant and two advisors working at the location on Mall Road in Hamilton. Almost 26 years later we have moved to Ancaster, off Wilson St. have six advisors and three assistants working under the banner of HollisWealth. Collectively, we have approximately 1,000 clients and manage in excess of $250 million.
In between the above time frames Ross Dixon was sold to Canadian First Financial group in 1998. In 2002 that group was acquired by Dundee Wealth Management. In 2012, Dundee was sold to Scotiabank and in 2013 we were renamed HollisWealth. In 2017 we were acquired from Scotiabank by Industrial Alliance.
Ross Dixon Financial Services was a regional Mutual Fund, Insurance and GIC dealer with approximately 25 offices throughout southwestern Ontario and our Head Office in Kitchener. Ross Dixon was an actual person who started his company after he retired with the slogan “the best rate is here” meaning he brokered different financial companies for the best rates in GIC’s.
Mutual funds were added in the late 1980’s. Ross lived well into his 90’s passing away in 2009. Canadian First Financial group introduced us to a Securities dealer and expanded the office total to over 50 offices, but still only in Ontario. In 2002, with smaller dealers worried about running their business due to increased regulatory costs, we opted for scale and joined Dundee Wealth Management.
This company was run by financier, Ned Goodman and featured hundreds of offices across the country and over one thousand advisors, plus a Mutual Fund company in Dynamic Funds and two distinct platforms in which to operate; Mutual Fund licensed or Securities licensed. Scotiabank acquired the advisors of Dundee Wealth and Dynamic Funds in 2012. No bank had an independent advisor platform at the time and Scotia was the first to try.
Independent advisor platform meant we worked for ourselves and brokered products that we felt were best for our clients vs. being employees of the bank and doing what we were told. With a change in CEO and a new direction at the bank we were sold again in 2017 to Industrial Alliance (IA). IA was new to the wealth management channel and HollisWealth was its biggest acquisition by far. The HollisWealth acquisition gave the company a truly national footprint. IA was founded in 1892 and is the fourth largest Insurance Company in the country. Its Head Office is in Quebec City and it has over $71 billion in assets under administration.
Meet The Team
Your Holliswealth Ancaster Financial Advisors
Meet The Team
The Holliswealth Ancaster Family
Our Company Mission & Client Vision
Understanding the future you want. Providing personal attention you can trust.
HollisWealth Ancaster is a Ancaster based wealth management firm that places your interests first by delivering professional, unbiased financial planning and wealth management.
We guide you through every phase of your financial journey: from creating your wealth to achieve what is important to you, to transitioning assets to future generations. We partner with you and act in your best interest to ensure your long term financial success.
Get In Touch
We are committed to exceptional client service. Our team of professional financial advisors is available by phone or email, and each of us looks forward to meeting you in person.
We believe your success relies on the relationship you have with your advisor, the advice you receive to improve your life, and the fees you pay to achieve your life goals. Our clients are our first priority.
HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
This is not an official website or publication of HollisWealth and the information and opinions contained herein do not necessarily reflect the opinion of HollisWealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by Industrial Alliance Securities Inc., its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered. Insurance products provided through Hollis Insurance.