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Michael Birbari

Director, Private Client Group
Senior Investment Advisor

HollisWealth
A division of Scotia Capital Inc
Office: (905) 336-8600
Toll Free: 1 (800) 336-8606

Our Team

Michael Birbari, B.A. (Econ), CIM®

Director, Private Client Group
& Senior Investment Advisor
HollisWealth, a division of Scotia Capital Inc.
Insurance Advisor
HollisWealth Insurance Agency Ltd.

Michael has more than two decades of financial service experience and manages the family wealth for 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.

He has a Chartered Investment Manager® [CIM®] designation, recognized by the Investment Industry Regulatory Organization of Canada and the Canadian Securities Institute. It recognizes proficiency in high level investment strategies and portfolio management.

Michael is a graduate of the University of Western Ontario with a B.A. in Economics and Administrative and Commercial Studies. He has also completed the Level II Life Insurance Course.

He is passionate about his community and supports the United Way, Joseph Brant Hospital, and Princess Margaret Hospital. In his spare time, he enjoys golf, tennis and summers in Muskoka. 



Jill Edmunds, CPA, CA, CFA

Associate Investment Advisor
HollisWealth, a division of Scotia Capital 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).

Jill is passionate about food and travel and enjoys spending time with her new toddler and family.


Kathy Sukovich

Licensed Assistant
HollisWealth, a division of Scotia Capital Inc.

Kathy has over 35 years of experience in the financial services industry - a decade with us and 25 years with Merrill Lynch in Florida.  She is the primary administrative contact and responsible for implementing advisor and client approved investment strategies.            

She enjoys spending time at the family cottage in Sauble Beach and is an active member of the Hamilton Quilters Guild and enjoys making charity quilts.

 


Samantha Kowalczyk, B.A. 

Licensed Assistant
HollisWealth, a division of Scotia Capital 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.


Geoffrey Riddell, B.A. (Hons.)

Insurance Advisor
HollisWealth Insurance Agency Ltd.

Geoff joined us in 2016, having spent his previous time building his own practice as a consultant at Investors Group in Guelph, Ontario.

Geoff has an honours degree in Political Science and Economics from the University of Guelph. Geoff is Licenced for Segregated funds and life insurance. Before his career in finance, Geoff spent time excavating Roman-era ruins in Portugal for the University of Lisbon.

Geoff spends his spare time at the gym and enjoys traveling.

 


Colette Keenan

Administrative Assistant
HollisWealth, a division of Scotia Capital Inc.

Colette has been with HollisWealth for over 10 years as an office administrator. She is responsible for keeping the office running smoothly: preparing for client meetings, overseeing scheduling and ensuring full compliance with industry standards.

She considers herself a cruise junkie and has been on over 15 cruises. Her favourite destination is the Caribbean.

 

 


 

Here's What Our Clients Say

Michael had established that he is a man of irreproachable trust and integrity.  We feel fortunate that our financial future in the hands of the Birbari Team. 

P & W Pushka

 

 
 
 
 

Office Location


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