Holyk Doran Wealth Management Group

Our expert team is here to meet your financial needs.

Personalized support

With over 140 years of combined investment experience, the Holyk Doran Wealth Management Group is committed to managing your investments to maximize growth and shield against uncertainty. Our disciplined approach has led to an award-winning portfolio that has been repeatedly recognized across Canada for delivering above average risk-adjusted returns.

As your financial needs evolve over time, you need different solutions depending on your stage in life. This is especially important when you want to build the financial wealth needed to carry out the projects that matter most to you. We understand this and work in helping you to achieve those goals.

On this site, we invite you to discover the members of our team, our approach to managing your wealth, as well as our diversified service offering and the many solutions available depending on your stage in life.

We have the expertise and all of the necessary resources at our disposal to assist you in reaching your investment objectives. We provide each of our clients with a personalized approach and an investment portfolio that is custom-built to ensure the best fit with their individual needs. We can also recommend complementary financial products and services in order to meet all of your financial requirements.

If you have questions or want more information, please do not hesitate to contact us by telephone or by using the contact form.

Discover our company

Our purpose

Our objectives

As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.

Our values

We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind. 

What makes us stand out

Our clients greatly appreciate our dedicated advice and support.

You can always count on:

  • Our commitment to helping you achieve your goals
  • Our approach
  • Our integrity
  • Our professionalism
  • Our transparency about the compensation we receive
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Honours and distinctions 

Our advice, support and dedication are greatly appreciated by all of our clients.

Indeed, you can always count on:

  • our commitment to you and the achievement of your goals
  • our innovative approach, whatever the service
  • our integrity
  • our professionalism
  • transparency regarding our remuneration

Contact us

Get contact information for our team members and find out where our offices are.