HollisWealth is becoming iA Private Wealth

Posted in News

HollisWealth is becoming iA Private Wealth

We are excited to announce that we have a new company name, iA Private Wealth. This new name is designed to better reflect the essence of what our advisors do – provide holistic wealth management solutions tailored to your unique needs and goals. 

You may have received communications in recent weeks regarding our new company name, iA Private Wealth. The new name is designed, first and foremost, to better reflect the essence of what we do as your trusted advisors: provide you with completely personalized, comprehensive wealth solutions for every stage of your lifelong financial journey.

We also wanted the new name to draw attention to the strength and stability we derive from our parent company, iA Financial Group, which has been helping Canadians meet their financial goals for over 125 years.

The same team of experienced professionals remains at your side.  

We would like to emphasize that the new name represents a rebrand only. There has been no change of ownership and your relationship with us will continue as it always has.

While no action is required on your part, we invite you to take a few moments to sign up for our new online client portal at your convenience. 

As always, we are dedicated to helping you achieve your financial goals. Should you have any questions, please contact us. 

Testimonials from the Hollis Wealth Financial Management Team, Welland

From the iA Private Wealth Team

  • A disciplined approach, a high level of care and a commitment to integrity and transparency. We support our clients in pursuing and achieving their financial goals.
    Bill Pachereva
    Investment Advisor