HollisWealth Advisory Services Inc

iA Private Wealth is a reputable financial advisory firm located in Ottawa Ontario. Specializing in personalized wealth management services they aim to help clients achieve their financial goals through tailored investment strategies and expert guidance. With a commitment to integrity and transparency iA Private Wealth provides a supportive environment for individuals and families looking to secure their financial future. Generated from this place's information

Founded in 1988, Gentry Capital Corporation specializes in providing uniquely tailored financial management solutions aimed at affluent clients across Canada. Their services focus on creating, growing, and protecting wealth through a comprehensive suite of investment and insurance products. As a trade name for dealer business, Gentry Capital offers access to stocks, bonds, and mutual funds through Manulife Wealth Inc., while also providing insurance solutions through Gentry Capital Corporation. Their affiliation with Manulife Financial Corporation enhances their ability to deliver diverse financial services, including estate planning and banking solutions, through a multi-channel distribution network. Generated from the website

Exponent Investment Management, established in 2011, is an independent wealth management firm based in Ottawa, Ontario, serving clients across Canada. Unlike large banks or insurance companies, Exponent prioritizes client interests by creating simple, diversified portfolios tailored to meet individual financial goals. The firm offers a range of services including financial planning, investment management, and regular portfolio reviews, emphasizing transparent fees and ongoing communication. Their dedicated team focuses on delivering a smooth journey towards achieving financial success while addressing clients' broader financial health needs. Generated from the website