HollisWealth

Finance · Canada · 1-10 Employees

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Overview

Headquarters

3950 14th Ave Ste 106, Markham, Ontario,...

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About HollisWealth

Westminster Private Wealth offers independent wealth management services across Canada, focusing on personal interests and financial goals. They provide a range of services including estate planning, retirement planning, investment management, and life insurance, catering to individuals and business owners desiring personalized financial advice. The company emphasizes objective, unbiased advice to help clients achieve and preserve their wealth. Their approach aims to create a transparent financial experience that prioritizes the client's best interests over those of financial institutions.Explore more
Popular SearchesHollisWealthSIC Code 62,628NAICS Code 52,523Show more

HollisWealth Org Chart

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Independent Advisor

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Compare Similar Companies to HollisWealth

Compare insights from companies similar to HollisWealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

HollisWealth

<$5M
1-10
Private
-
-
RC
Raymond ChooIndependent Advisor
$6.8M
11-50
Private
-
-
N/A
$5.2M
1-10
Private
-
2005
AS
Adrie ScottManager, Branch Administration & Special Projects
<$5M
11-50
Private
-
1991
ZL
Zhanhua LiaoAssistant Branch Manager
<$5M
1-10
Private
-
-
PL
Pat Landreth-SmithWealth Advisor & Portfolio Manager
<$5M
11-50
Private
-
1999
<$5M
1-10
Private
-
2008
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

HollisWealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

HollisWealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about HollisWealth.

HollisWealth Tech Stack

A closer look at the technologies used by HollisWealth

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Frequently Asked Questions Regarding HollisWealth

What is HollisWealth's official website?
HollisWealth's official website is www.westminsterprivatewealth.com
What is HollisWealth's Revenue?
HollisWealth's revenue is <$5 Million
What is HollisWealth's SIC code?
HollisWealth's SIC: 62,628
What is HollisWealth's NAICS code?
HollisWealth's NAICS: 52,523
How many employees does HollisWealth have?
HollisWealth has 1-10 employees
What industry does HollisWealth belong to?
HollisWealth is in the industry of: Finance, Insurance, Securities Trading
What is HollisWealth competition?
HollisWealth top competitors include: Stoller Wealth, GF Securities, Mattenley Group, The Enns Group
What technology does HollisWealth use?
Some of the popular technologies that HollisWealth uses are: WooCommerce, WordPress.org, PHP, Proofpoint
What does HollisWealth do?

Westminster Private Wealth offers independent wealth management services across Canada, focusing on personal interests and financial goals. They provide a range of services including estate planning, retirement planning, investment management, and life insurance, catering to individuals and business owners desiring personalized financial advice. Th... e company emphasizes objective, unbiased advice to help clients achieve and preserve their wealth. Their approach aims to create a transparent financial experience that prioritizes the client's best interests over those of financial institutions.Read More

Is HollisWealth a public company?
HollisWealth is private company therefore does not currently have an official ticker symbol
See more information about HollisWealth

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