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.
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
We will send you a monthly statement – by the fifteenth of the following month – when there is activity in your account. If there is no activity in your account, statements are sent quarterly.
The statement presents an overview of all your accounts plus a detailed breakdown of each.