CI Assante Wealth Management

HollisWealth Inc, based in Toronto, Ontario, is a division of iA Financial Group, a leading insurance and wealth management company in Canada and the United States. Established in 1892, iA Financial Group boasts over $249.7 billion in assets under management and administration, making it one of Canada's largest public companies. iA Wealth is dedicated to providing a wide range of wealth management services and investment solutions to help individuals, families, and businesses achieve their financial goals. Through its divisions - Investia, iA Private Wealth, and iA Clarington - the firm offers tailored wealth planning, actively managed investment solutions, and bespoke services for institutions and retail advisors. With a commitment to strength, stability, and trust, iA Wealth combines the personalized service of a boutique investment bank with the resources of a large financial institution. Their comprehensive range of services includes equity, debt, and structured product underwriting, M&A advisory, market research, and access to global securities markets through trading desks in Montreal, Toronto, and Calgary. Generated from the website content

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.

Sun Life Financial is a leading financial services company based in North York, ON, specializing in providing insurance, wealth management, and investment solutions to individuals and businesses. With a focus on helping clients achieve financial security and peace of mind, Sun Life Financial offers a range of products and services designed to meet diverse needs and goals. Generated from their business information