Our Team

Meet Our Experienced Team

Portfolio Manager, Director – Private Client Group
HollisWealth®, is a division of Industrial Alliance Securities Inc.

Nader Hamid

“Achieve your goals for the life you want to live. Peace of mind and satisfaction are invaluable.”

When Nader began his career in wealth management in 2002, the North American economy was still staggering from the bursting of the tech bubble in 2000.

A graduate in finance from McGill University in Montreal, Nader observed that everyone was narrowly concentrating on investments and maximizing returns. He saw an opportunity to focus on his clients’ specific goals, using highly personalized financial planning and a conservative approach.

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Administrative Assistant
HollisWealth®, is a division of Industrial Alliance Securities Inc.

Tessa Wong

Tessa is the primary contact for all documentation requirements. She prepares and handles all up front and back office paperwork for Nader’s clients. Tessa constantly strives to develop and implement processes to ensure clients’ files are fully documented in all respects: to satisfy our clients, our back office and regulators.

She is always available to address inquiries and provide excellent customer service. Tessa’s efficiency and commitment are indispensable assets to our team.

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Investment Advisor
HollisWealth®, is a division of Industrial Alliance Securities Inc.

Financial Security Advisor
HollisWealth Insurance Agency Ltd.

Jesse Damon Carrier

“I want to help you live the life you want.”

Everything starts with listening and personalized service for Jesse Carrier. “Everyone’s economic and life situation is unique, so I’m dedicated to learning about my client’s current position and where they want to get to.”

Only when he has this knowledge in hand will Jesse Carrier focus on building a financial plan that covers the client’s specific needs currently and throughout retirement. On this foundation, as an Investment Advisor and Financial Security Advisor, Jesse Carrier makes financial recommendations.

Jesse Carrier’s commitment to his practice doesn’t end with his clients. He enjoys meeting new people and providing them with an independent evaluation of their current financial position and investment structure. “Naturally, if I we uncover something that’s overlooked,” he said, “I provide them with ways to improve their situation and add value. I love helping people.”

“The four most dangerous words in investing are: ‘This time it’s different.’”
John Templeton

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Associate Investment Advisor
HollisWealth®, is a division of Industrial Alliance Securities Inc.

Milad Rahnama

“What do you want your money to do for you?”

Milad Rahnama wants, above all, to understand your goals. He then helps you navigate the many investment choices available. He works with notaries, accountants, tax lawyers, and insurance specialists to offer an array of effective wealth planning solutions.

Once Milad has provided his clients with personalized, long-term retirement and investment plans, he monitors these plans very closely so that his clients can enjoy a comfortable retirement.

Milad’s access to over 50 lenders provides his clients with mortgage solutions that fit their particular needs. “A mortgage is more than just a rate” he said. “That’s one element and an important one, but the whole package has to be right for my client before I will recommend it.”

“If it doesn’t challenge you, it won’t change you.”
Zig Ziglar

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Administrative Services Manager
HollisWealth®, is a division of Industrial Alliance Securities Inc.

Vanita Batra

“‘Run a tight ship.’ I’m not at all military, but that phrase has always inspired me.”

Vanita oversees our business, keeps things running smoothly, and delivers highly responsive client service.

As clients and advisors interact, Vanita ensures that our administrative processes and office systems continue to perform and evolve to better serve our clients. It’s her mission to help everyone achieve their goals in the smoothest way possible.

Vanita honed her natural can-do skills and down-to-earth practicality by efficiently managing other busy firms. Her expert guidance is always on call, and she is called on regularly!

“A project is complete when it starts working for you, rather than you working for it.”
Scott Allen

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Client Services Coordinator
HollisWealth®, is a division of Industrial Alliance Securities Inc.

Patricia Paterson

“People like getting more than what they expect.”

Patricia is here to assist you in all matters.

She ensures that you are put in touch with the right person to answer all of your questions. For the last 10 years, her fabulous energy and positive influence have made her a key team member.

“…people forget what you said, people will forget what you did, but people will never forget how you made them feel.”
Maya Angelou

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