iA Securities & HollisWealth* are now iA Private Wealth

We are excited to introduce our new company name, iA Private Wealth. The new name is designed to better reflect the essence of what our advisors do – provide holistic wealth management solutions tailored to the unique needs and goals of investors across Canada.

Please take a few moments to browse our newly redesigned and updated website to learn about the many benefits of working with an iA Private Wealth Investment Advisor.

*Refers solely to the Investment Industry Regulatory Organization of Canada licensed advisors within HollisWealth.

Your Wealth, Our Passion

Building, growing and preserving wealth takes planning and a comprehensive, holistic vision. When you work with an iA Private Wealth Investment Advisor, you have a trusted partner who is fully dedicated to your success at every stage of your lifelong financial journey.

Holistic planning for every facet of your life

We believe comprehensive personal wealth planning, supported by unbiased advice, collaboration and transparency, is the key to meeting your needs and helping you achieve your goals. Our advisors focus on six main priorities to create a plan that’s tailored to you:

Investing

A proven wealth management philosophy is one that takes emotion out of the equation and relies on a disciplined, long-term approach. Your objectives, risk tolerance, return expectations and time horizon will be the key factors your Investment Advisor takes into account in designing a plan that can help meet your retirement and other goals.

Saving & borrowing

Your Investment Advisor will help you set and achieve saving goals aligned with your needs and objectives, and develop a borrowing and debt management strategy for your unique circumstances.

Education planning

Whether you’re looking to fund a child’s education or returning to school to upgrade your credentials, your Investment Advisor can help you understand your options and maximize the value of a Registered Education Savings Plan (RESP).

Tax planning

Your Investment Advisor will conduct a thorough assessment of your circumstances to determine the most tax-efficient way of building your portfolio.

Risk management

Your Investment Advisor will develop a risk management plan that addresses the full range of factors that could affect your financial well‑being.

Will & estate planning

To plan for the preservation and transfer of your assets, your Investment Advisor can help you keep an eye on the horizon by understanding your situation and wishes, including tax-efficient legacy planning.

Latest insights

Video

Weekly Macro & Market Update

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By iA Private Wealth, June 23, 2022

Tune in weekly for insight and perspective on the macro and market landscape with iA Investment Management chief strategist and senior economist Sébastien Mc Mahon.

Watch Sébastien’s previous updates on YouTube.

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Navigate Bear Markets with Professional Advice

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By iA Private Wealth, June 23, 2022

If you’re like most investors, emotions tend to creep into your investing decisions.

When markets are strong and your investments are rising in value, you may become overconfident and less careful, investing money in the next “sure thing” without thoroughly researching the potential risks involved. On the other hand, when markets decline and your investments start losing value, your initial response might be to panic and sell before you lose even more money.

It’s human nature to bring emotions into investing, but it’s also a likely way to fall short of your longer-term financial goals. That’s where an Investment Advisor’s steadying influence and expert advice can help.

Guiding you through the tough times

An Investment Advisor is trained to approach the markets rationally and with a long-term perspective. They understand that markets are volatile, rising and falling in response to macroeconomics, geopolitics and, yes, the emotions of other investors.

Let’s say we’re in a bear market, which is commonly defined as a prolonged decline where investment prices have dropped by 20% or more from recent market highs. Would you have the confidence and resolve to stick with your financial plan and long-term investment strategy? Most people wouldn’t.

However, Investment Advisors aren’t like most people. A key part of their role is to help you invest methodically and without emotions so you can remain focused on your long-term goals. They know bear markets don’t last forever. In fact, history shows that bear markets are typically much shorter in duration and less pronounced than bull markets (i.e., when overall prices have risen at least 20% above recent market lows). It’s just that most people feel more pain when they lose money than happiness when their investments gain.

Strategies to weather the storm

An Investment Advisor will help you stay the course and continue investing through short-term market turbulence. Bear markets may even be a good time to buy, as they often create opportunities to invest in attractive companies trading at undervalued prices. A strategy of “buying low” may lead to significant gains once the markets recover.

If you’re hesitant about investing a large lump sum when markets are challenging, consider a “dollar-cost-averaging” (DCA) strategy where you invest a set dollar amount at regular intervals. For instance, you may choose to invest $250 per month in a particular mutual fund. That way, if the unit value of this fund declines, your $250 will allow you to buy more units. As values rise, you’ll buy fewer of the higher-priced units. A pre-authorized contribution plan, often referred to as a “PAC,” pairs well with a DCA strategy because it provides the convenience of investing automatically without emotions getting in the way.

Not only can an Investment Advisor help you stay invested and potentially profit from “oversold” markets, but they also review your investment portfolio regularly. They will work to keep your portfolio tax efficient and well diversified, allocating to investments that suit your specific circumstances, risk tolerance, time horizon and financial objectives. If required, they’ll make adjustments to your portfolio.

While it’s dangerous to be greedy when markets are performing well, it’s equally risky to let fear cloud your judgement when markets are declining. Without proper guidance, you might not stay on track to meet your goals and secure the financial future you want. A trusted Investment Advisor will offer the advice and direction you need, especially during bear markets when you’re probably most vulnerable to investing emotionally.

We can help you create – and stick to – a personalized investment strategy as part of your overall financial plan. Contact us today.

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Monthly Market Snapshot

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By iA Private Wealth, June 14, 2022

James Gauthier and his research team walk through the highlights of last month’s market and economic data.

Read the report (PDF)

Join our team

A career at iA Private Wealth

Looking for a rewarding career in financial services? We have a wide range of opportunities for talented, committed professionals, and offer attractive compensation and benefits.

View available positions

Investment Advisor opportunities

More and more advisors are looking to iA Private Wealth as the partner of choice for building and growing an independently owned and operated business with an unwavering focus on client success.

See what we offer