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.
The key to achieving your financial goals is a comprehensive wealth plan that’s as unique as you are. In developing your plan, our Investment Advisors are guided by a six-step process:
Understanding what is truly important to you
Confirming your needs and priorities
Setting your short- and long-term goals
Developing your personal and holistic wealth plan
Implementing your plan and driving it forward
Monitoring your plan's progress against goals
Our Investment Advisors have the skill, expertise and experience needed to build a tailored wealth plan that’s optimized for your needs and goals.Find an advisor