Retirement Planning Services

Retirement Planning Services at HollisWealth in Welland, Ontario

At iA Private Wealth, we will help you join a growing group of successful retirees who call Niagara home.

Niagara is a great place to live and work. There is no doubt about it.

We think that Niagara is an even better place to retire. That's why we take retirement planning so seriously.

Successful retirement planning will allow you to take advantage of all of the great activities Niagara has to offer. Whether it be golf, gardening, country hikes or relaxing with a glass of wine, Niagara's attributes are best enjoyed when you have the peace of mind that accompanies a successful retirement plan.

It's never too early or late to plan for retirement.

Whether you are just beginning your working years, or coming to the end of them and looking to retire, a financial road map will help you achieve your goals. Let iA Private Wealth be your guide.

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Retirement Planning, Welland, Niagara

Retirement Planning Services

Retirement Income
Analysis & Planning
Registered Retirement Savings Plan
Registered Retirement Income Fund
Locked-In Retirement Accounts
Life Income Funds

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

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Testimonials from the Hollis Wealth Financial Management Team, Welland

From the iA Private Wealth Team

  • We know how important customer service is to our clients. You want to know that someone will pick up the phone when you call. Interacting with our clients is the most enjoyable part of my day!
    Susan Tessier
    Associate Investment Advisor