About Us

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.