HollisWealth
HollisWealth, located in Peterborough, ON, is dedicated to assisting individuals in achieving their financial goals throughout their lifetime. With a commitment to providing a comprehensive range of wealth management services and investment solutions, HollisWealth strives to help clients turn their aspirations into reality.
Through its various divisions, such as Investia and iA Private Wealth, HollisWealth offers tailored wealth planning solutions, manages billions in assets under administration, and provides access to individual securities, mutual funds, and investment accounts. The firm also collaborates with iA Clarington to deliver actively managed investment solutions and offers bespoke services for institutions and retail advisors through iA Capital Markets.
As a division of iA Financial Group, one of Canada's largest insurance and wealth management companies with over 125 years of experience, HollisWealth brings a legacy of strength, stability, and trust to its clientele. Whether individuals are seeking wealth planning guidance, investment opportunities, or career opportunities in financial services, HollisWealth stands ready to support their needs.
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