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HollisWealth Advisory Services Inc. : Company Profile and SWOT Analysis

  • January 2015
  • 14 pages
  • GlobalData
Report ID: 2445631

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Synopsis
WealthInsight's "HollisWealth Advisory Services Inc. : Company Profile and SWOT Analysis" contains in depth information and data about the company and its operations. The profile contains a company overview, key facts, major products and services, SWOT analysis, business description, company history, financial analysis, key employees as well as employee biographies.

Summary
This report is a crucial resource for industry executives and anyone looking to access key information about "HollisWealth Advisory Services Inc."

The report utilizes a wide range of primary and secondary sources, which are analyzed and presented in a consistent and easily accessible format. WealthInsight strictly follows a standardized research methodology to ensure high levels of data quality and these characteristics guarantee a unique report.

Scope
- Examines and identifies key information and issues about "HollisWealth Advisory Services Inc." for business intelligence requirements.

- Studies and presents the company's strengths, weaknesses, opportunities (growth potential) and threats (competition). Strategic and operational business information is objectively reported.

- The profile also contains information on business operations, company history, major products and services, key employees.

Reasons To Buy
- Quickly enhance your understanding of "HollisWealth Advisory Services Inc."

- Gain insight into the marketplace and a better understanding of internal and external factors which could impact the industry.

- Increase business/sales activities by understanding your competitors’ businesses better.

- Recognize potential partnerships and suppliers.

Key Highlights
HollisWealth Advisory Services Inc. (HollisWealth), formerly known as DundeeWealth Inc, is a wealth management private banking and wealth management division of HollisWealth Inc., which is a subsidiary of Bank of Nova Scotia (Scotiabank). The company offers a wide range of private banking, investment advisory, and wealth management services to high-net-worth individuals (HNWIs have a net worth of US$1 million or more, excluding their primary residence). Its key service offerings include investment solutions, financial, tax and estate planning, portfolio management, margin accounts, mortgage services, insurance services, discretionary portfolio management and separately managed accounts to its clients. In addition to this, HollisWealth provides capital markets services and advisory services to financial advisors, institutions, corporations and foundations. HollisWealth Inc. is headquartered in Toronto, Canada.

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