We Treat Our Clients Like Family
Mike and Jason bring decades of combined wealth management experience to the financial services industry. Mike's first class experience in retirement planning and Jason’s proven track record in portfolio management have enabled them to design a proprietary suite of tools that generate exceptional results. These skills are invaluable in promoting the interests of our clients, and this approach has resulted in longstanding personal relationships that have stood the test of time.
As senior management, the two have chosen highly competent and dedicated individuals as part of the support team to ensure they deliver the best possible outcomes.
Michael Preto
B.Comm., CFP®, CIM® — Portfolio Manager / Insurance Advisor*
A proven Investment Advisor since 2003, Mike Preto has an outstanding legacy in first class retirement planning. Mike has applied this expertise to create Hillside's proprietary retirement planning process. The Hillside Navigator, with its Lifestyle Target and Dreamscape components, are combined to produce the most productive retirement plan possible. It is in Mike's experience that most Canadians are not ready for retirement, and it isn’t their fault. With this in mind, Mike created Hillside's comprehensive strategy to help clients take their first steps toward a secure financial future.
An avid fisherman and skier, he lives in North Vancouver with his wife and three children.
Want to chat? CLICK HERE to book some time with Mike - he'd love to hear from you.
Jason Del Vicario
B.Sc., CFA — Portfolio Manager / Insurance Advisor*
Jason Del Vicario is a Portfolio Manager at iA Private Wealth, having worked in the industry since 1998. He has an exceptional background in discretionary portfolio management with a proven process that has consistently generated superior results. To this end, Jason created the Hillside Factor(y) through which companies that outperform are identified and selected using a variety of factors. This has been consistently shown to help increase the value of our clients' investments. As an independent advisor, Jason’s counsel is unbiased and objective. This ensures that the focus is always squarely on the best interests of clients and promotes relationships based on trust and clarity.
A regular contributor on BNN, Jason lives in Vancouver with his wife, Sabrina, and their four children.
Amanda Baxter
B.A. — Associate Investment Advisor
Amanda brings years of experience as an Investment Advisor since 2012 where she built her financial practice on creating long-term client relationships centered on helping clients achieve their personal and professional goals while enjoying life along the way.
Born in Montreal and now located in Vancouver, Amanda is an avid athlete who is a competitive triathlete and teaches spin. When not training for a race or cycling all over town, Amanda loves to travel and enjoys a discovering new wine pairing for her favorite foods.
CLICK HERE to book a meeting with Amanda today!
Steven Chen
Global Analytics Associate
Steven Chen is an entrepreneur-turned investor focused on quality companies from business perspectives to deliver sustainable, long-term alpha. He possesses a well-rounded background in finance, management, technology, strategy, marketing/sales, and product/operations and has founded/co-founded several businesses (including an investment partnership) in the past.
Steven is a self-described global citizen, having lived in three continents - North America, Europe, and Asia. At the moment, he lives with his wife in Shanghai, China. In his spare time, Steven has been an advisor to various institutions such as Fortune 500 companies, fast-growing tech startups, and world-renowned venture capital firms, contributing to the global investing communities like GuruFocus, Smartkarma, and an avid squash player.
Sabrina Del Vicario
B.Comm. — Business Development Manager
Sabrina Del Vicario joined HollisWealth in 2014, bringing over a decade of experience working in healthcare, another highly regulated field. She has a background of supporting various stakeholder groups and teams, and a focus on developing and implementing quality systems. This expertise serves as a foundation for managing our team.
That, along with a genuine willingness to serve our clients’ needs as if they were family, ensures that our processes are efficient, accurate and constantly improving. This is key in an industry where regulations are always changing. Sabrina calls Vancouver home with her husband, 4 sons and a Yorkie named Betty.
Heidi Marsall
Associate Investment Advisor
Rozita Tehrani
Portfolio Administrator, Associate Investment Advisor
Lucas Grant
Unlicensed Assistant