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.

A Full Range
of Solutions

Our Investment Advisors offer a full suite of products and services for individual investors, families and business owners.

Products & services

Planning

  • Retirement planning
  • Tax planning
  • Trust and estate planning
  • Business planning
  • Succession planning

Investments

  • Mutual funds
  • Equity and fixed-income securities
  • Exchange-traded funds
  • Alternative investments

Credit & lending

  • Investment and RRSP loans
  • Securities-based lending

Accounts

  • Retirement accounts
  • Education savings accounts
  • Non-registered accounts
  • Tax-free savings accounts

Insurance*

  • Universal, term and whole life
  • Disability income protection
  • Critical illness
  • Long-term care
  • Life and insured annuities
  • Group benefit plans
*Insurance products are provided through PPI Management Inc.
Only products and services offered through iA Private Wealth Inc.
are covered by the Canadian Investor Protection Fund.

Tracking your progress

Client portal

Login from anywhere to track daily portfolio status, activity and performance. You will find details on your accounts, your investment goals and asset allocation, the securities you own, returns and transactions.

Already a client? Access the portal