iA Private Wealth

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145 19th St, UnknownUnit 1-
Courtenay, BC V9N 9G2
+1 (250) 338-5222
http://holliswealth.com

iA Private Wealth in Courtenay, BC, is dedicated to guiding individuals, families, and business owners along their financial journeys. With a network of over 500 independent Investment Advisor teams, the firm offers customized wealth management solutions tailored to meet specific needs. They provide access to a wide range of individual securities, mutual funds, wealth planning services, and investment accounts.

Through iA Clarington, iA Private Wealth offers high-conviction, actively managed investment solutions managed by reputable portfolio management teams. These solutions include mutual funds, Active ETF Series, portfolio solutions, and socially responsible investments, collectively managing over $22 billion in assets for investors across Canada.

As part of iA Financial Group, one of Canada's largest insurance and wealth management companies with over 125 years of experience, iA Private Wealth benefits from the stability and trust associated with a leading financial institution. Boasting over $249.7 billion in assets under management and administration, iA Private Wealth maintains a strong reputation for providing comprehensive and holistic wealth planning services.

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