AN

INDEPENDENT

INVESTMENT FIRM

Specializing in Wealth Management for Business Owners.

 

INVESTING

Following in the footsteps of Harvard, Yale & the Canadian Pension Plan - providing you access to 'Alternative Investments'*.

ESTATE & LEGACY

Preparing your assets for the future transfer to the next generation.

EDUCATION 

Keeping you informed of the latest trends in the industry, markets and your portfolio.

FOCUS AREAS

RETIREMENT PLANNING

Outlining exactly how to fund your desired retirement lifestyle. Using investments designed specifically for that purpose.

INSURANCE

Using insurance to protect your family now and to transition wealth onto the next generation.

TAX PLANNING

Partnering with your tax professionals to proactively reduce taxes every single year.

 

OUR VISION

To work with Canadian business owners who are interested in a better future.  A better future for you, your family, your business, and your community.  It all starts with a vision of where you would like to be.. and a plan for how your investments can help get you there.

 

To secure that vision we source products used by the biggest investors.  Endowments like Harvard & Yale, even the Canadian Pension Plan.  These investments do not trade on the stock market, are less susceptible to fluctuations in the stock market and provide great diversification for our clients.

Education is a big part of our vision for the future.  Educating you on what's happening in the economy, the stock market and how that affects your portfolio.  As well as continuously educating our team so we can provide the best guidance possible. 

 


 

 

OUR TEAM

RANDY NOVAK

INVESTMENT ADVISOR
Director, Private Client Group
HollisWealth, a division of Industrial Alliance Securities Inc.

INSURANCE ADVISOR
Hollis Insurance

CODY NOVAK, MBA, CIM

PORTFOLIO MANAGER

HollisWealth, A division of Industrial Alliance Securities Inc.

INSURANCE ADVISOR

Hollis Insurance

CONNOR NOVAK, CIM
PORTFOLIO MANAGER
HollisWealth A division of Industrial Alliance Securities Inc. 
INSURANCE ADVISOR
Hollis Insurance
DYLAN NOVAK

BRANCH ADMINISTRATOR
HollisWealth, a division of Industrial Alliance Securities Inc.
 

OUR RESOURCES

JAMES GAUTHIER, CFA

HEAD OF PRODUCT RESEARCH & OVERSIGHT

Industrial Alliance Securities Inc.

DAN BURJOSKI, CFP

INSURANCE & ESTATE PLANNING

Burjoski Wealth Advisory Inc.

 

"I have been dealing with the Novak team for over 25 years. Their stability, integrity, and ongoing commitment to education and growth is what I feel is needed in a financial planner."

"Working with Novak Private Wealth Counsel feels very personal. They encourage us to ask questions and participate in our investing and planning. I would highly recommend the Novak team due to their personal interest in our future as well as the generational diversity of the whole team."

"Over the past 20 years we have trusted Randy and his team completely and will continue to do so. Randy and his teams support has provided us with a  very comfortable lifestyle in our senior years."

OUR CLIENTS

 

CONTACT

NOVAK PRIVATE WEALTH COUNSEL

OUR ADDRESS

For any general inquiries, please fill in the following contact form:

 
PAULA TURKIEWICZ
FORMER PRESIDENT OF THE DORSEY GROUP
DEAN BRAUND
CEO OF ARDENCY CORPORATION
JOSEPH & BEVERLY JENNINGS
RETIREES

The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are those of the advisor alone and not those of HollisWealth®. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth® representative is not registered.

*Alternative investments are not suitable for all types of investors; please botain independent professional advice, in the context of your particular circumstances

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