iA Private Wealth

HollisWealth Inc, located in Halifax, Nova Scotia, is a part of the iA Wealth Group, dedicated to assisting clients in achieving their financial goals. Offering a wide range of wealth management services and investment solutions, HollisWealth aims to help individuals at every stage of their financial journey. Through its divisions like Investia and iA Private Wealth, HollisWealth provides tailored wealth planning solutions and access to a diverse range of investment products, managing billions of dollars in assets. iA Clarington, another division, offers actively managed investment solutions through various strategies like mutual funds and Active ETF Series. Further, iA Capital Markets, within the iA Wealth Group, delivers bespoke solutions for institutions and retail advisors, combining personalized service with the resources of a large financial institution. With a history of over 125 years, iA Wealth is backed by iA Financial Group, one of Canada's largest insurance and wealth management companies, known for its strength, stability, and trust in the industry. Generated from the website content

RBC Wealth Management provides tailored financial solutions to individuals, families, business owners, and institutions, focusing on creating customized wealth plans to help clients achieve their future goals. The firm emphasizes a values-based approach to wealth management, prioritizing long-term stability and integrity while navigating opportunities and challenges across generations. With a global presence and a dedicated team of financial consultants, RBC Wealth Management offers top-tier investment insights and proactive solutions to meet the unique needs of its clients. Their commitment to understanding client priorities allows for effective wealth transfer strategies and the support of philanthropic endeavors, ensuring a legacy that aligns with personal values. Generated from the website

Primerica in Halifax, NS, is dedicated to putting families first by providing affordable term life insurance and investment solutions. With a philosophy centered on doing what's right, the company has served families since 1986, ensuring they receive the coverage they need at a price they can afford. Through its complimentary and confidential Financial Needs Analysis, Primerica helps families gain a better understanding of their personal finances. Committed to supporting Main Street families, the company encourages both short-term and long-term investment strategies for a secure financial future. Generated from the website