Senior Investment Advisor
HollisWealth, a division of Industrial Alliance Securities Inc.
Candace has lived in Kitchener-Waterloo for most of her life and is a graduate of Wilfrid Laurier University with a BA in Business Economics. After more than 15 years of success in senior sales positions for industry leading companies, including SC Johnson Canada and Weston Foods, Candace made a huge career change and decided to buy her father’s financial practice. It has turned out to be one of the best decisions she has ever made on a number of levels, it was also a catalyst for discovering her passion for empowering others through personalized guidance and sound financial strategies. Candace has successfully developed valued and trusted relationships by helping her clients navigate through various life events and achieve financial security today and into the future.
In addition to her many business achievements, Candace has proudly served as a Chairperson or Director for several community organizations and events, including K-W Oktoberfest, the 2003 Scott Tournament of Hearts, Kitchener Rangers Jr. A Hockey Club, Junior Achievement and the 2008 MasterCard Memorial Cup.
When not in the office or volunteering Candace loves to spend time with her dog Bentley or her nieces Abby and Izzy. Candace has been known to drive hours or even fly to watch them dance.
*Insurance products provided through Hollis Insurance independently and separately from Industrial Alliance Securities Inc. Only services offered through HollisWealth®, a division of Industrial Alliance Securities Inc., are covered by the Canadian Investor Protection Fund.
Insurance Specialist - PPI
Alfredo joined our team as our insurance specialist with more than 25 years of experience in the financial services industry. Alfredo is a B.A. graduate of Wilfrid Laurier University and a Certified Financial Planner since 2008. Although Candace is insurance licensed, she felt in order to give clients the best service possible it was prudent to have a team member whom will focus purely on the insurance needs of our clients.
When Alfredo is not working, he coaches and plays in Kitchener soccer organizations at all levels. Most of all he enjoys sharing in a good laugh with friends and family.
Deb joined the team in October 2013 and brings with her an administrative, detailed-oriented, client centric skill set. Deb is responsible for directing incoming calls and enquiries, scheduling and confirming apointments, preparing client meeting documentation, client mailings and communications, to name just a few of her administrative duties.
When Deb is not working, she loves spending time with her family and friends, marching winter colourguard, and volunteering with Kitchener Minor Hockey and KW Oktoberfest.
Joanne joined our team is September 2020 and brings a broad range of administrative skills acquired over 30+ years experience working in the investment industry. Joanne is responsible for preparing and processing meeting and account related paperwork, posting trades following investment recommendations and all related follow-up.
When Joanne is not working, she enjoys spending time participating in numerous outdoor activities including hiking, cycling, and paddling. She is a tenor drummer and volunteer board member with the Dundas Pipes and Drums Band.
Joanne is likely the first one to greet you warmly as you enter or call our office. She provides boundless energy, support and organization that facilitates the smooth running of our office daily and is the planner behind many of our amazing client events.
When Joanne is not working, she loves to spend time with her family and if given the chance she is always entertaining and sharing her amazing culinary skills and love of food.