Ted has over 25 years of financial services experience, and has been with HollisWealth, formerly named DundeeWealth, for over half of his career. Ted has an established reputation of being a trusted advisor to the many families he services in the Newmarket and surrounding areas.
Ted is a designated Portfolio Manager, offering you the best in financial strategies tailored to your needs and stages of life. Ted is committed to giving back to his community and has served on the board and finance committee for Family Services York Region and mentored young professionals with the Newmarket Chamber of Commerce. He is also a former member of the Community Awareness Committee for Southlake Regional Hospital.
Ted, his family and their dog Bailey reside in Horseshoe Valley. When Ted is not at work he enjoys golf, travel, and spending time with his children.
Samantha has been with HollisWealth, formerly named DundeeWealth, since 2007. She became a licensed Investment Advisor in 2009, and earned her Portfolio Manager title in 2019. Samantha is proficient at handling any and all inquiries, from administrative issues to the trading of securities.
Samantha has an impeccable eye for detail ensuring that all client service matters are handled in a professional and efficient manner.
Samantha participates in many fundraising and community events throughout the year. Outside of work, Sam, her husband Andrew, thier son Cooper, and their dog Bala, spend most weekends at their family cottages.
Tracey joined Ted’s team in October 2007 and brings over 15 years of industry experience. Tracey is a licensed Insurance Advisor and services all our clients' insurance needs. She holds a Bachelor of Arts in Finance from the University of Western Ontario. Her past experiences as a financial planner and tax preparer give her a wealth of expertise in the areas of tax and estate planning.
Tracey lives with her family in Newmarket. She gives back through her “tax return for charity” initiative as well as participating in local Habitat for Humanity builds. Tracey enjoys reading, yoga and spending time at the cottage with her family.