Holliswealth
Holliswealth, located in Sarnia, ON, operates under the umbrella of iA Wealth Group, a prominent name in the Canadian financial services industry. iA Wealth is dedicated to assisting individuals at every stage of their financial journey, offering a comprehensive suite of wealth management services and investment solutions. From wealth planning to investment funds and capital markets, iA Wealth aims to help clients achieve their financial goals.
Through its various divisions such as Investia and iA Private Wealth, iA Wealth provides tailored wealth management solutions for a diverse clientele, including individuals, families, and business owners. With billions of dollars in assets under administration, iA Wealth stands out as one of Canada's largest independent providers of mutual funds and investment products.
Furthermore, iA Clarington, a part of iA Wealth Group, specializes in actively managed investment solutions, offering a range of strategies through mutual funds, portfolio solutions, and Active ETF Series. Additionally, iA Capital Markets caters to institutional and retail advisors with bespoke solutions, combining personalized service with the stability of a large financial institution.
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