Mike Holden, Andrew Chowne and Rob Parrish have newly partnered with Michael Noc, under the new name of Elevate Wealth Management.
We are supported by a team of administrative, client service professionals with many years of experience within the HollisWealth network.
Michael is a Portfolio Manager with Industrial Alliance Securities Inc. and an Insurance Advisor with HollisWealth Insurance Agency Ltd.
Mike is a natural innovator. His entrepreneurial mindset, and his straightforward and goal-oriented style has enabled him to develop many of Elevate Wealth's creative solutions. His forte is analyzing and improving financial strategies. He is singularly focused on enhancing benefits to clients, whether that means expanding their net worth, reducing the risk in their portfolio, or reducing their tax burden.
Mike’s journey as a financial advisor began when he joined Great Pacific Management in 1991 (Great Pacific was acquired by Cartier Partners and later by DundeeWealth/HollisWealth). He has augmented his Bachelor of Commerce degree from the University of British Columbia with designations as a Chartered Investment Manager, Fellow of the Canadian Securities Institute, completed his Level 1 and Level 2 Life Insurance Agent courses, and the Certified Insurance Practitioner Program Level 4.
Mike has become recognized for his strategic vision in financial services by crafting one of the most efficient investment teams in the country. His connection to family and community are integrated into his business vision. A true west coast businessman, he hails from North Vancouver, and is rarely spotted wearing a tie.
Rob is a Portfolio Manager with Industrial Alliance Securities Inc. and an Insurance Advisor with HollisWealth Insurance Agency Ltd.
Rob exudes confidence and calm in the financial realm. He's known for simplifying the complex. He brings years of experience and deep long-lasting relationships to the Elevate Wealth community. With three decades of experience in the financial industry, he knows how to craft clear financial goals for families with full schedules.
Rob graduated from the University of British Columbia with a Bachelor of Science, and then added a Master of Science, also from UBC. After graduation, he worked for Canada’s largest bank before joining HollisWealth’s predecessor (Great Pacific Management) in 1987. In the interim, Rob has become a CERTIFIED FINANCIAL PLANNER® professional, a Level 2 Life Insurance Agent, a Certified Professional Consultant on Aging, and a Chartered Investment Manager.
Rob specializes in "retirement transition", helping clients to shift their focus from their working years with a minimum of upheaval. Though he lives in New Westminster, his work is impacting families all over the lower mainland.
Andrew is a Portfolio Manager with Industrial Alliance Securities Inc. and an Insurance Advisor with HollisWealth Insurance Agency Ltd.
Andrew understands the complexity of intergenerational relationships. When it comes to life goals, ensuring that family members work together seamlessly takes skill. Andrew’s caring, trustworthy nature makes for strong bonds and long-term relationships. He sees things from all angles and has a straight-forward demeanor that clients and colleagues appreciate.
After graduating from UBC, Andrew worked for a number of local businesses before deciding to follow his passion for financial services and a career in financial planning. Andrew joined Great Pacific Management (which later became part of the HollisWealth network) in 1994. Andrew has an extensive background in financial services, including completing the Professional Financial Planner course. He is also a Level 2 licensed life insurance agent, and a Chartered Investment Manager.
Andrew lives in North Vancouver but can often be seen heading west, Whistler-bound.
Michael is a wealth manager with Industrial Alliance Securities Inc. and an Insurance Advisor with HollisWealth Insurance Agency Ltd.
Michael is the centre of multiple communities. His ability to connect solutions and safety nets to life's challenges is second to none. He supports clients by crafting solid financial goals and easy-to-follow action plans.
A significant portion of his time is spent on retirement planning, but he also brings expertise in risk management, providing life insurance, disability, critical illness or long term care insurance. Michael is the newest member of the Elevate team, bringing his community and those of his father-in-law, Rudy Pagliaro.
Michael has a number of credentials to his name, including a Chartered Life Underwriter, Chartered Financial Consultant, CERTIFIED FINANCIAL PLANNER® professional, Member of Advocis, Member of CALU - Conference for Advanced Life Underwriters, and Member of FPSC - Financial Planning Standards Council.
Michael lives in Port Moody, where he's known for his charisma and great sense of humour.
Brandee is deeply passionate about crafting financial strategies to help clients achieve their most important life goals. She spearheads the Elevate Wealth’s financial planning offering. She holds a Bachelor of Commerce, a Chartered Investment Manager designation, an Insurance license and she is completing her Certified International Wealth Manager designation.
LIFE PLANNING SPECIALIST
Veronica is the hub of client communication within the team. She coordinates both in-person and phone appointments for the Senior Advisors. She participates in client meetings, ensuring that all client and team action items are completed proficiently. And most important to many of our clients, Veronica creates our customized Financial Plans.
DIRECTOR OF ADMINISTRATION
Donna's career is one that embodies loyalty and service. She has witnessed years of transition and innovation and has remained a reliable constant to the client base. She is dedicated to ensuring accounts are maintained correctly and transactions are processed quickly.
DIRECTOR OF OPERATIONS
Garrick is proficient, reliable and tenacious. He is motivated most by exploring investment opportunities and designing effective client solutions. He values the opportunity to be creative and his IT expertise influences Elevate Wealth's customized reporting and presentation materials.
Sharol is a touchstone for all things insurance at Elevate. She is responsible for new applications, quotes, underwriting, policies and overall client service related to operations. Her process thinking and friendly nature are a fresh wave of energy. Sharol is one of the rare born and bred Vancouverites!
Lisa supports our team in many ways as administrative assistant. Among her strengths is a mind for details and best practices. She began her career as a Costume Designer and also brings four years of office management experience to her role.
CLIENT EXPERIENCE SPECIALIST
As an experienced marketer and event planner, Liz has run national marketing campaigns and created extraordinary event experiences with high impact.
Liz works with Elevate's clients to implement their dreams no matter how big or small. By providing a process and helping clients handle logistics, bold dreams become achievable experiences.