The care we provide shows
in every step we take.

Meet Your Team

Nicky Trasias, CFP®

Investment & Insurance Advisor

HollisWealth, a division of Industrial Alliance Securities Inc., HollisWealth Insurance Agency Ltd.®

Nicky has been at HollisWealth (formerly DundeeWealth and Ross Dixon) since 2006. She began her career in private wealth management as a mentee to Greg Bencina, a very well respected Senior advisor in our office, before establishing and growing her own practice. Today Nicky has successfully developed valued and trusted relationships by helping her clients navigate through various life events and achieve financial security today and into the future.

When not in the office Nicky loves cooking and trying new recipes for her friends and large Greek family.

Samantha Nobbs, CFP®

Licensed Assistant

HollisWealth, a division of Industrial Alliance Securities Inc., HollisWealth Insurance Agency Ltd.®

Samantha has been working alongside Nicky since 2013 and graduated from the Financial Planning program at Conestoga College with honours in April 2016. She is now a permanent, full-time member of our team and recently obtained her CERTIFIED FINANCIAL PLANNER® designation in 2019. She is excited to increase her involvement in Nicky’s practice and continue to improve her knowledge base as she begins her career in this dynamic industry.

When not in the office Samantha loves to be crafty and is always looking for a new DIY project to indulge in.

Brittany Bolohan

Administrative Assistant

HollisWealth, a division of Industrial Alliance Securities Inc., HollisWealth Insurance Agency Ltd.®

Brittany’s role on our team is primary administrative support. She is the one you can expect contact from to schedule and confirm meetings. Behind the scenes Brittany is responsible for preparing and processing meeting and account related paperwork, posting trades following investment recommendations and all related follow-up.

Brittany started with our team in December 2016 and also graduated from the Financial Planning program at Conestoga College. She came to us with nearly 4 year’s experience in financial services at one of the big banks.

Steven Kapouranis

Co-op Student

HollisWealth, a division of Industrial Alliance Securities Inc., HollisWealth Insurance Agency Ltd.®

Steven is our newest team member who will be with us during the summer months shadowing Samantha and Brittany in their day-to-day activities.

Steven will be starting at Conestoga College in September 2017 for the same Financial Planning program Samantha Brittany graduated from. He is eager to gain experience and insight in the industry and we look forward to having him during his schooling breaks.

Our Partnered Professionals

We don’t do this alone. We rely on the expertise of our trusted specialists to ensure all aspects of your financial and personal affairs are looked after. Think of them as your extended team.

Insurance

Jennifer Jacobs, CFP®, CLU, CHS, EPC

Long-term Care & Living Benefits Specialist

HollisWealth Insurance Agency Ltd.

Jennifer is an expert in long term care and living benefit planning. She has been a leader in Living Benefit solutions, education and promotion since 2003. Jennifer is able to offer clients a true understanding of the current long term protection options and the tremendous financial impact of serious health issues, accidents and natural aging.

jenniferjacobs.ca

Dan Burjoski, CFP®, CLU

Complex Needs Insurance Specialist

HollisWealth Insurance Agency Ltd.

Dan has been in the Financial Planning industry for over 28 years. He specializes in insurance, tax and estate planning and has a unique perspective on the role of tax planning in the overall financial plan. In 2009 he was named to Financial Planning Standards Planning Council’s President’s Life for achieving one of the 10 highest marks in the country on the CFP® exam.

burjoskifinancial.ca

Mortgage & Real Estate

Mortgages provided by referral.

Patti Lewis

Mortgage Agent

Invis Inc.

Patti prides herself on providing personalized service and honest, professional, mortgage advice. As a licensed Mortgage Agent with Invis Inc., she is able to apply over 33 years of banking and financial experience to finding financing and mortgage solutions that work best for you. Patti has access to over 25 financial institutions; she is not committed to any one lender, only to your financial success.

Estate Law

Tyler Hortie, LLP Lawyer/Partner

Estate, Corporate & Real Estate Law

Cohen Highley

Tyler practices in the areas of corporate/commercial, real estate and estate law. His estate practice focuses on planning and administration including the use of multiple wills as a tool to reduce estate administration tax (probate). He also has substantial experience in developing estate plans for individuals with disabled children and/or other dependents. The breadth of Tyler’s practice allows him to offer solutions to our clients that combine corporate, real estate and estate planning advice. Tyler was called to the bar in 2007 and is managing Cohen Highley’s Kitchener-Waterloo office.

Taxes & Accounting

HollisWealth and the Industrial Alliance Securities Inc. companies do not provide income tax preparation services nor do they supervise or review other persons who may provide such services.

Zebroski and Associates

Chartered Professional Accountants

Zebroski and Associates

Zebroski and Associates is located only minutes from our office. We often include their accountants in our meetings and overall financial planning process, so that they can lend their knowledge and expertise in specialized accounting, consulting and tax solutions to suit each client’s unique situation. The team at Zebroski and Associates also completes annual tax returns for our clients, a service which is conveniently facilitated through our office.

zebroskiandassociates.ca