CI Assante Wealth Management

HollisWealth Inc, based in Whitby, ON, is a financial services firm that provides a range of investment and wealth management solutions to individuals and businesses. With a focus on personalized financial planning and tailored investment strategies, HollisWealth Inc aims to help clients achieve their financial goals and secure their financial futures. Generated from their business information

Investment Planning Counsel (IPC) is dedicated to providing personalized financial advice tailored to individual needs, helping clients navigate their wealth management and retirement planning. With a focus on human-centered advice, IPC emphasizes the importance of building engaged relationships and adapting financial strategies to meet clients' evolving goals. The firm offers flexible service options, allowing clients to choose how they receive advice, whether in person, online, or through group calls. IPC's commitment to clear communication and proactive engagement ensures that clients feel supported and informed throughout their financial journey. Generated from the website

Wealth advisory services only - Not a bank branch - No ABM available