Helen Hunter Greg Milley Adrian Van Hooydonk Michael McDonald
Adrian Van Hooydonk, CIM, FCSI firstname.lastname@example.org Ext 204 Investment Advisor
Insurance Advisor; Hollis Insurance Inc.
Adrian brings over 13 years of diverse financial services experience to our team. He began his career working for one of Canada’s most innovative banks helping clients integrate various cash flow and debt management solutions into their financial plans. In 2008 he went on to pursue an opportunity in asset management and became a partner with a leader in tax-managed investment solutions. Adrian was responsible for educating financial advisors about investment strategy & portfolio construction, as well as tax minimization strategies for High Net Worth and small business owner investors. He holds the CIM® (Chartered Investment Manager), and FCSI® (Fellow of CSI) designations. The CIM® demonstrates advanced proficiency in portfolio management and binds holders to a higher level of ethical and professional standards, including continuing education requirements. The FCSI® is awarded to industry professionals who set and exceed standards for education, experience and professional integrity.
Adrian is married to Marjorie, and they have been blessed with three children. He enjoys spending time with his family and being an active member of his church and children’s school. If there is anytime left, he enjoys catching a TFC or European football match or going for a relaxing run.
Helen Hunter email@example.com Ext. 202 Client Service Administrator
Helen’s welcoming smile and focus on client care make her a key member of the Milley Team. Over the course of Helen’s career she has developed the skills necessary to be a master client service administrator. Since 2007 she has been plying her trade at HollisWealth effectively enhancing client experience. Helen is the primary contact for all administrative inquiries and also remains the GIC specialist in the office. She is an alumni of Ryerson, Business Administration and has completed all necessary securities courses. Helen lives within walking distance of the office along with her husband and two children who are currently attending university. Helen is bilingual, speaking both English and German. In her spare time, (something in scarce supply), Helen enjoys gardening and a game of Words With Friends
Michael McDonald firstname.lastname@example.org Ext. 201 Administrative Assistant
Michael is one of the newest members of the client servicing team. He is an unlicenced assistant who thoroughly enjoys the the learning experiene. He looks forward to serving clients in an expanded capacity in the near future.