Dundee Private Investors Inc

HollisWealth Inc, located in Calgary, Alberta, is dedicated to supporting clients at every stage of their financial journey. Offering a wide range of wealth management services and investment solutions, the firm strives to help individuals achieve their financial goals and turn dreams into reality. Through its various divisions like Investia, iA Private Wealth, and iA Clarington, HollisWealth provides tailored wealth planning solutions, actively managed investment options, and bespoke solutions for both individual and institutional clients. With over $147 billion in assets under administration, the company is recognized as a leading provider in the Canadian financial industry. As part of the iA Financial Group, HollisWealth brings over 125 years of experience, strength, and trust to its clients. The firm's commitment to client success, combined with a team of dedicated professionals, makes it a reputable choice for individuals and advisors seeking comprehensive and personalized financial services. Generated from the website content

iA Private Wealth, based in Calgary, Alberta, is dedicated to supporting individuals, families, and business owners in achieving their financial goals. With a network of over 500 independent Investment Advisor teams, the firm offers comprehensive wealth management solutions tailored to each client's unique needs. Through access to a wide range of individual securities, mutual funds, wealth planning services, and investment accounts, iA Private Wealth manages over $62 billion in assets under administration. The firm prides itself on providing high-conviction, actively managed investment solutions to help clients navigate the complexities of the financial market. As a division of iA Financial Group, one of Canada's largest insurance and wealth management companies, iA Private Wealth brings over 125 years of experience, strength, and trust to its clients. With a commitment to client success and a focus on building lasting relationships, the firm continues to be a trusted partner for those seeking bespoke financial solutions. Generated from the website content

Yani Dulal is a knowledgeable financial planner based in Calgary, AB, dedicated to helping clients achieve their financial goals. With expertise in investment strategies, retirement planning, and wealth management, Yani offers personalized services tailored to individual needs. His commitment to client education and financial well-being makes him a trusted advisor in the Calgary community. Generated from this place's information