Over the past few months you may have heard some news about a name change to our DundeeWealth business. As of today, November 1st, 2013, the DundeeWealth advisor network, owned by Scotiabank, has adopted a new brand identity – HollisWealth™.
A little history
Scotiabank acquired DundeeWealth in 2011 at which time The Bank of Nova Scotia and Dundee Corporation entered into several agreements regarding the trademarks used by the businesses. One of these agreements licensed the use of the DundeeWealth trademark to the Bank and this license expires on February 1st, 2014. This is why the new brand name HollisWealth replaces the DundeeWealth brand today.
The name HollisWealth recognizes Scotiabank’s first head office building which was constructed in 1837 at 188 Hollis Street in Halifax, Nova Scotia. Including “Hollis” in the name is a reference to the Bank’s history while the term “Wealth” identifies our core business.
As fully independent advisors of HollisWealth, we will continue to have maximum flexibility to choose the right financial products and services for our clients from across the industry. The change has not hindered us as independent advisors, but allowed us access to more capabilities, including excellent research, estate planning, and trust and banking services which are available for the benefit of our clients. All of these additions are available, but not mandated. We are free to choose only the services that will support our valued clients, in your pursuit of financial success.
For more than twenty years, I have been successfully coaching individual clients, and their families and friends through the often confusing world of financial management and planning. I do so with the help of my talented team. We will continue to do so, listening with empathy and enthusiasm, as our client’s needs and plans change over the course of their lives.