1-877-940-7377
derrick@abilitypcg.com
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About Us

As independent business owners, HollisWealth advisors are personally committed to helping you grow your wealth and achieve financial security. It starts by taking the time to understand who you are and what matters most, and continues every day with a singular dedication, above all else, to be invested in you.

At HollisWealth, we’re here to help make that happen by offering our advisors the flexibility to deliver total wealth solutions – and by supporting them with innovative technology, a team-based approach and the entrepreneurial freedom they need to ensure your financial success and well-being.

HollisWealth is backed by iA Financial Group, so you can depend on the stability of 125 years of industry leadership and one of the largest licensed advisor networks in Canada.

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Derrick Lee-Shanok

Financial Advisor

Dedicated to helping his clients establish solid investment foundations for financial stability and security, Derrick Lee-Shanok continues to provide his clients the excellent service that earned him an Award of Excellence (Top Regional Advisor) at TD Canada Trust. He began his career in finance in 1998, working in a variety of sales and customer service positions before becoming a financial advisor in 2005. In 2008, he moved to Dundee Private Investors, now part of HollisWealth, where he specializes in helping families with disabled loved ones.
Derrick has completed the Life Licensing Qualification Program, the Certified Portfolio Engineering Program, and Financial Planning 1 and is currently working to renew his Canadian Securities Course (CSC) certification and become a CERTIFIED FINANCIAL PLANNER® professional.  A member of  the Investments Funds Institute of Canada (IFIC) and the Canadian Association of Accredited Mortgage Professionals (CAAMP), he enjoys spending time with his son and two dogs.

Contact Derrick
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Margareth Lee-Shanok

Client Relationship Manager

Involved in the financial management business since 2008, Margareth Lee-Shanok began her career assisting with daily operations at a wealth management firm and serving as an administrative assistant to financial advisors.

Margareth majored in Commerce and Finance at the University of Toronto and is a licensed mutual fund manager/trader who has completed the IFSE Institute’s Training Program for Mutual Fund Dealing Representatives. She enjoys running and spending time with her son and two pets.

Contact Margareth

Contact Us

Derrick Lee-Shanok

derrick@abilitypcg.com

416-875-1836

1-877-940-7377

416-860-7550

1500 Don Mills Rd. Suite 400 Toronto, ON M3B 3K4



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About

We believe in empowering our clients to participate in the creation and maintenance of their overall financial well being through proper education and ensuring an understanding of the possible outcomes involved in each decision.

Our Dealer

HollisWealth ® is a trade name of Investia Financial Services Inc. and Hollis Insurance. Mutual Fund products provided by HollisWealth are provided through Investia Financial Services Inc. Insurance products provided by HollisWealth are provided through Hollis Insurance. Ability Private Client Group is an independent company unrelated to HollisWealth and Investia Financial Services Inc. Investia Financial Services Inc. companies have no liability for Ability Private Client Group.

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