Even the smallest detail takes "big picture" thinking.

How our advisors build your wealth.

At HollisWealth, we recognize that peoples' needs continually grow and change. To provide the right investment advice and products, at the right time, our advisors take a holistic approach to financial planning. They ask questions like - What's important to you? And, what do you want to achieve?

In building your wealth, a HollisWealth advisor will do more than just sit down and look into your finances. They'll sit down with you and be ready to listen.

What we offer

Looking at your investments means looking long-term.

In taking a holistic approach to your wealth and finances, our advisors can help you in a number of ways. They can help you develop a plan to create wealth. Then will work with you to grow and protect it over the years. And eventually, help you transfer your assets with those close to you.

See how we can help you take a holistic approach to financial planning.

Create

As you're starting out, our advisors will help you create the right financial plan to set you on the appropriate path.

Grow

Your assets are never ignored. Receiving the right investment products and advice is key to reaching your financial and personal goals.

Preserve

The market is continually fluctuating, but with HollisWealth, a comprehensive long-term approach helps preserve your hard-earned money.

Transfer

As you near retirement and beyond, our advisors can assist you in making sure your money is safely transferred to your family, friends or charities you support.

Our advisors have the freedom to look in any direction to find right answers.

A HollisWealth advisor is not tied to one specific solution. They can suggest from a wide range of financial products, partners and services depending on what suits your needs.

Our advisors have the ability to consult with a wide network of financial professionals to help find the most well-rounded financial plan for every client. It’s independent advice through collective thinking.

Browse through the products and services available to our advisors.

Investments

Our advisory team helps you grow your wealth and achieve your financial goals through sound advice, expert analysis, and carefully selected investments.

Estate planning

Estate planning is about life – the life of your family and loved ones and the peace of mind that comes from helping to plan for their financial future.

Tax services

Our advisors work with tax professionals to ensure your wealth management needs are addressed.

Private banking

Time is your most valuable asset. That’s why our advisors include private banking services as part of a total financial planning package that helps build, preserve and transfer your wealth.

Insurance

Our Insurance Done Right program is designed to deliver the best insurance solutions – Insurance Consultants can work directly with you to incorporate insurance into your overall financial strategy.

Mortgages

HollisWealth supports a national referral program for residential and commercial mortgages.

Flexibility that merges so well with stability.

While our advisors have the freedom to provide independent advice, they also are backed by iA Financial Group, the fourth largest life and health insurance company in Canada. Founded in 1892, iA Financial Group offers a comprehensive range of life and health insurance products, lending, savings and retirement plans, mutual and segregated funds, securities, auto and home insurance, as well as a host of other financial products and services.

iA Financial Group acquired HollisWealth in August 2017.

Our advisors

The best part of their job is working with investors. Go ahead. Take their word for it.

Hear from HollisWealth advisors on how they're committed to their clients' success.

  • I love hearing from my clients about their concerns, what makes them happy, what they enjoy in life and what they do for fun. It helps me get to know what's important to them and work with them over a long period of time.

    Brent Vandermeer

    Advisor

  • Our role as advisors is to deliver financial stability in times of rapid change. HollisWealth provides us with the tools we need to stay ahead.

    Jad Chehlawi

    Executive Director Private Client Group, Portfolio Manager

Trusted professionals.

With HollisWealth, you can be confident in knowing that your advisor is well-informed when it comes to regulatory and corporate policies and is accountable for carrying out their duties to the highest ethical and fiduciary standards.

Hear how HollisWealth advisors aim to protect you and your investments.

FAQs

Three questions to find one answer.

If you're still wondering if you can benefit from working with a professional advisor, review these three questions.

Here are a few important questions to consider

  1. Are you wondering about where you should invest your money?
  2. Do you feel you're paying too much tax?
  3. Are you looking for ways to save money?
  4. Has there been a recent change in your life (e.g. retirement, getting married, having a child, loss of job) that could affect your future?

If you find yourself in any of these situations, the time may be right to speak to an advisor.

There are thousands of advisors in Canada, all with their own unique process and way of doing business. First, you need to determine what you want to achieve before deciding who is right for you.

  • Are you looking for someone to help you invest?
  • Do you need help developing a financial plan?
  • Are you wanting to protect your family through insurance?
  • Do you need help transferring your wealth to your family?
  • Are you looking to reduce the tax you're paying?

Though most advisors can provide guidance on all of these issues, you can choose to speak with a specialist in any one of these areas.

When selecting an advisor, it's always good to start by speaking with friends and family. If they have any recommendations, ask them what goals their advisor helped them achieve.

There are many questions that you can ask an advisor to see if they're right for you

  • What is your background?
  • What experience do you have?
  • What kind of clients do you serve?
  • Do you provide a financial plan?
  • How do you select investments?
  • How often will I hear from you?

If you’re interested in working with a HollisWealth advisor, find an advisor near you.

Contact

Contact us

HollisWealth Head Office

HollisWealth

26 Wellington St. E., Suite 700

Toronto, ON M5E 1S2

Tel: 416-350-3250

Toll-free: 1-888-292-3847


Mailing address:

522 University Ave., Suite 900

Toronto, ON M5G 1Y7

 

iA Securities Head Office 

Industrial Alliance Securities Inc.

2200 McGill College Ave., Suite 350

Montreal, QC H3A 3P8

Tel: 514-499-1066

Toll-free: 1-800-361-7465

http://www.iasecurities.ca

 

Investia Head Office

Investia Financial Services Inc.

6700 Pierre-Bertrand Blvd., Suite 300

Quebec City, QC G2J 0B4

Toll-free: 1-888-684-5548

http://www.investia.ca

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