Hollis Wealth

Charta Financial HollisWealth is a financial services firm based in Parksville, BC, specializing in wealth management and investment advisory services. With a focus on personalized financial planning and strategic investment solutions, the company aims to help clients achieve their long-term financial goals and secure their financial future. Generated from their business information

iA Private Wealth, formerly known as iA Securities & HollisWealth, has rebranded to reflect its core mission of providing tailored wealth management solutions for investors across Canada. By partnering with an iA Private Wealth Investment Advisor, clients gain access to comprehensive financial planning that encompasses their unique needs and aspirations. With a focus on six key priorities, including investing, saving and borrowing, education planning, tax planning, risk management, and will and estate planning, iA Private Wealth ensures a holistic approach to wealth creation and preservation. By emphasizing unbiased advice, collaboration, and transparency, their advisors craft personalized strategies to help clients achieve their financial goals. Generated from the website content

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.