Trust & Estate Planning Services

Trust & Estate Planning Services at HollisWealth in Welland, Ontario

Our estate planning services help Niagara residents successfully transfer wealth to the next generation.

Why Plan Your Estate With Us

If you are one of Niagara's many retirees, or a young family beginning to think about taking care of future generations, we can help.

Our estate planning services will help guide your decisions based on your wishes, with an eye to maximizing the impact your financial planning will have on the future generations you care about.

iA Private Wealth's estate planning services have been helping Niagara residents provide financial security to their heirs for over 20 years.

Strategic estate planning is more than creating a will for your heirs.

Let iA Private Wealth create a strategy to help maximize your succession planning goals, and help to meet the needs of the future generations you care about.

Meet Our Advisors  Get Started

1. Offered through Advisors with iA Private Wealth. 2. Insurance products are provided through iA Private Wealth Insurance. Only services offered through iA Private Wealth Inc., are covered by the Canadian Investor Protection Fund. 3. Legal Services are not provided by iA Private Wealth, but by Richard S. Halinda BA, LLB. 4. iA Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. 5. iA Private Wealth does not provide any income tax preparation services and does not supervise or review any income tax returns.   

*Mortgages provided by referral.

Trust & Estate Planning, Niagara, Welland

Estate Planning Services

Estate Planning Analysis¹
Insurance Needs Analysis²
Life Insurance²
Disability Insurance²
Critical Illness Insurance²
Long Term Care Insurance²
Health Plans²
Power of Attorney³

Talk to us about our broad range of financial planning services.

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