Meet Our Team

Michael Birbari, B.A. (Econ), CIM®

Director, Private Client Group

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

Michael has more than two decades of financial service experience and manages the family wealth of high net worth clients, many of whom are entrepreneurs, executives and medical professionals. He collaborates with a network of tax, legal and estate planning professionals to provide clients with an integrated and holistic approach to their wealth management needs. Michael is a graduate of the University of Western Ontario with a B.A. in Economics and Administrative and Commercial Studies. Read more…

(905) 336-8600 x222 · m.birbari@holliswealth.com

Jill Edmunds, CPA, CA, CFA

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

Jill brings strong experience in investment research, portfolio management techniques and accounting. Prior to joining us in 2015, Jill spent over three years at the CPP Investment Board as an investment associate on the External Portfolio Management team, specializing in equity and credit hedge fund strategies. Before that she worked at Deloitte, where she specialized in accounting and financial institution audits. Jill is a graduate of McGill University, majoring in accounting and finance. She is a Chartered Accountant (CA) and Chartered Financial Analyst (CFA).

(905) 336-8600 x241 · jill.edmunds@holliswealth.com

David Redwood, B.Comm, MBA

Associate, Client Relations HollisWealth®, is a division of Industrial Alliance Securities Inc.

Dave has over 20 years of experience in the investment management industry. Prior to joining us in 2017, he was a Regional Vice President of a major global investment management firm which specialized in mutual fund management, Exchange-Traded Funds, and alternative strategies. His focus was to partner with financial advisors, helping them build successful portfolios for their clients. Dave graduated from McMaster University with a Bachelor of Commerce degree and soon afterwards earned a Master of Business Administration degree from Dalhousie University. Read more…

(905) 336-8600 x247 · david.redwood@holliswealth.com

Samantha Kowalczyk, B.A.

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

Samantha joined us in 2015, after seven years as an associate to the Portfolio Managers of Dynamic Funds in Toronto and HollisWealth advisors in Nova Scotia. She has a B.A. in Political Science & International Development Studies from St. Mary’s University, Halifax NS. Samantha taught English in South Korea for a year and has recently become an IR Licensed Assistant. Samantha loves to travel, hike and spend time with her husband, two boys and her German Sheppard mix rescue dog.

(905) 336-8600 x235 · samantha.kowalczyk@holliswealth.com

Colette Keenan

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

Colette has been an office administrator with HollisWealth for over ten years. She is responsible for preparing new client documentation and ensuring full compliance with industry standards. She is also the friendly face you’ll see when you visit our office. Colette considers herself a cruise junkie having been on over 15 cruises with her favourite destination being the Caribbean.

(905) 336-8600 x221 · colette.keenan@holliswealth.com

Meggie Osdautaj

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

Meggie is a graduate of Mohawk College, Office Administration Executive program. She is responsible for daily office duties, including preparing for client meetings, scheduling appointments and ensuring the office runs smoothly.

Meggie enjoys traveling, learning about different cultures and spending time with her three nieces.

(905) 336-8600 x230 · meggie.osdautaj@holliswealth.com

Get In Touch With Our Team

Our team of professionals will take you step-by-step through the wealth planning process and develop a comprehensive wealth plan tailored to your personal goals and objectives.

HollisWealth®, a division of Industrial Alliance Securities Inc. and Hollis Insurance Inc.

1 (800) 336-8606

5420 North Service Road, Suite 104
Burlington, Ontario L7L 6C7