TD Bank Private Investment Counsel - Jane Kelly - Closed

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

iA Private Wealth in Halifax, NS is a financial services firm that specializes in wealth management and investment advisory services. With a focus on personalized financial planning, iA Private Wealth helps clients navigate their financial goals and make informed decisions for their future. Generated from their business information

Richardson Wealth, located in Halifax, NS, is a wealth management-focused company operating under the Richardson Wealth brand. As one of the largest independent wealth management firms in Canada, Richardson Wealth aims to provide exceptional service and support to both clients and advisors alike. The firm is dedicated to building and nurturing a boutique culture that places advisors at the forefront, emphasizing personalized strategies to grow and safeguard wealth. With a rich history dating back to 1857, Richardson Wealth prides itself on delivering a higher standard of service and results for its clients. The company's growth story reflects its commitment to tripling Assets Under Administration (AUA) and revenue by the end of 2025, showcasing a forward-thinking approach to wealth management. Through a diverse leadership team and a focus on community engagement, Richardson Wealth continues to evolve and adapt to meet the needs of its clients and advisors. Whether you are a client seeking tailored financial planning or an advisor looking to grow your business, Richardson Wealth offers a range of wealth strategies, insights, and daily market commentary to support your financial goals. By prioritizing relationships and long-term value, Richardson Wealth strives to empower clients to achieve financial success and advisors to excel in their practice, embodying a legacy of trust and excellence that spans seven generations of wealth management. Generated from the website content