Jim Wilson has been helping clients manage their wealth for over 20 years. He started his career at HollisWealth Advisory Services Inc. in 1994 and, in 2001, he became a Senior Financial Advisor and founded Wilson Financial Team, a full financial and investment planning team. In 2014, he upgraded his license and capabilities to the full-service investment platform and became a member of Industrial Alliance Securities Inc. on the IIROC platform.
Jim holds a Bachelor of Commerce degree in Finance from McGill University, the designation CERTIFIED FINANCIAL PLANNER® and his insurance license to recommend life, disability and accident insurance as well as a full range of investment options. A proponent of continued education, Jim regularly speaks at various educational seminars and presentations in his community.
firstname.lastname@example.org | Tel. (905) 608-2255 |
"The future can be unknown, but investing does not have to be. Trust us to look after your family’s investments."
Pat Benvie joined the financial services industry in 2000, and became a part of the Wilson Financial Team in 2006 as an Administrative Assistant.
On a day-to-day basis, Pat works to arrange and track deposits, trades, and accounts, while managing profiles on the WealthTracker system. Because she has worked with HollisWealth since she began her career in 2000, she is familiar with the systems and processes of the firm, and is able to communicate efficiently with clients.
Pat ensures clients receive consistently reliable service, and that they get the right information when they need it.
email@example.com | Tel. (905) 608-2255 |
Marayka Wilson joined the team in 2010 in order to provide support for the practice’s marketing and client initiatives.
She holds a Bachelor’s degree from McGill University and initially began her career in marketing in 1993. Working primarily behind the scenes, Marayka organizes promotional and client appreciation events, ensuring that clients can rely on a consistent, value-added experience.
firstname.lastname@example.org | Tel. (905) 608-2255 |
Lindy Wishlow joined the Wilson Financial Team in 2014. She helps out on special client projects, primarily in the administration and communication aspects of our service.
email@example.com | Tel. (905) 608-2255 |
Mike Dean has been helping clients manage their wealth for nearly a decade. He has an extensive background in the financial services sector, specifically in investment management and planning. Mike is a fully licensed Investment Representative, having passed the Canadian Securities Course and the Conduct Practices Handbook Course. As a proponent of continued education, he continues to work on his industry courses.
Mike attended Huron College at Western University in London, Ontario and holds an Advanced Business Diploma from Seneca College in Toronto.
firstname.lastname@example.org | Tel. (905) 608-2255 |