HollisWealth

iA Private Wealth in Courtenay, BC is a financial services firm that specializes in wealth management and investment planning for individuals and families. With a focus on personalized strategies and client-centric solutions, iA Private Wealth aims to help clients achieve their financial goals. Through a comprehensive range of services, iA Private Wealth offers tailored financial advice, portfolio management, and retirement planning to assist clients in building and preserving their wealth. With a commitment to integrity and professionalism, iA Private Wealth strives to provide expert guidance and support to clients navigating the complexities of the financial world. Generated from their business information

Comox Valley Infinity Wealth is a professional financial planning firm located in Courtenay, BC. Dedicated to helping clients achieve their financial goals, they offer a range of services including investment management, retirement planning, and tax strategies. With a focus on personalized solutions, their knowledgeable team is committed to guiding individuals and families toward financial security and success. Generated from this place's information

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.