iA Private Wealth

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1666 2nd Ave
Trail, BC V1R
+1 (250) 364-0020
http://holliswealth.com

iA Private Wealth in Trail, BC, offers comprehensive wealth management services, including personalized financial planning, investment management, and insurance solutions. With a focus on blue-chip growth and client service, the firm provides a range of products such as mutual funds, stocks, bonds, and retirement and estate planning services.

The firm is committed to integrity and financial strength, providing clients with access to seasoned portfolio managers and investment resources through its Dundee Wealth Management companies. Their expertise extends to tax and education planning, ensuring clients receive tailored advice to meet their financial goals.

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