HollisWealth Inc

iA Private Wealth, located in Peterborough, Ontario, is dedicated to supporting individuals, families, and business owners achieve their financial goals. With over $62 billion in assets under administration, iA Private Wealth offers tailored wealth management solutions through a network of 500 independent Investment Advisor teams. For high-conviction, actively managed investment solutions, iA Clarington, a part of the iA Wealth Group, manages over $22 billion in assets through diverse active strategies. Their offerings include mutual funds, portfolio solutions, Active ETF Series, and socially responsible investments. iA Capital Markets, another division of the iA Wealth Group, provides bespoke solutions for both institutions and retail advisors. Combining the personalized service of a boutique investment bank with the strength of one of Canada’s largest financial institutions, iA Capital Markets offers services such as equity and debt underwriting, M&A advisory, and global securities trading. Generated from the website content

Dundeewealth, located in Peterborough, Ontario, is a reputable financial services firm specializing in expert income tax and financial planning advice. With a focus on efficiency and accuracy, Dundeewealth caters to individuals and small businesses, offering tailored solutions for income tax preparation and comprehensive financial planning. With a dedicated team of professionals, Dundeewealth has been a trusted partner for clients seeking reliable financial guidance for over 30 years. The firm prides itself on its commitment to excellence and client satisfaction, ensuring that each individual receives personalized services to secure their financial future. Whether you are looking for income tax assistance or comprehensive financial planning strategies, Dundeewealth is dedicated to providing top-notch services to meet your specific needs. As a leading financial services provider in the region, Dundeewealth remains committed to delivering quality solutions that empower clients to make informed financial decisions. Generated from the website content

Herod Financial Services, located in Peterborough, ON, is dedicated to guiding clients through every stage of their financial journey. With a commitment to fostering lifetime relationships built on trust, respect, and proactive support, the firm offers tailored financial solutions that prioritize the unique needs of each client. Specializing in financial planning for both individuals and business owners, Herod Financial Services emphasizes attentive listening and expert guidance to ensure that all decisions align with clients' goals and concerns. Their approach aims to enhance the quality of life for clients while safeguarding their financial futures through personalized service and a focus on financial literacy. Generated from the website