HollisWealth

Specialties

Investment services, portfolio management, retirement income plans and business succession strategies.

History

Established in 1988.

James Pelmore and Leanne Brothers manage investment portfolios and offer financial planning services. They have extensive experience in retirement issues, asset allocation, investment selection, investment management, education planning, estate planning coordination, and asset protection strategies. Their practice partners with financial, legal, accounting and insurance professionals to organize and oversee complex business succession plans, estate plans, trusts and Canadian /​US tax issues. James and Leanne were to be early adaptors of a Fee Only business, using model portfolios that combine managed investments and pure beta to achieve efficient results. Clients are typically business owners, retirees and trusts with an account size of $ 1m+.

Meet the Business Owner

James Pelmore Leanne Brothers P.

Business Owner

James Pelmore is a Senior Investment Advisor with 22 years experience advising a group of individuals, families, trusts and corporations. James serves on DundeeWealth’s Advisory Council, providing management with guidance on industry and advisor issues. James retains securities and life insurance designations.

Leanne Brothers joined James as a business partner in 1994. A Senior Investment Advisor, Leanne co-​manages investment portfolios and manages the financial planning segment of their business. Leanne earned the designation, Chartered Financial Planner and maintains an active life insurance agent license, providing complete financial plans and personal coverage requirements.

Leanne and James are Directors of Dundee Private Client Group. They specialize in business succession plans for business owners and managing investment portfolios.