Shafiq Kassam-TD Financial Planner

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

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

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.