iA Private Wealth

Call
Website
449 The Queensway S
Georgina, Ontario L4P 2C9
+1 (905) 989-1616
http://holliswealth.com

iA Private Wealth, located in Georgina, Ontario, is dedicated to assisting individuals, families, and business owners in achieving their financial goals through tailored wealth management solutions. With a network of over 500 independent Investment Advisor teams, the firm provides access to a wide range of individual securities, mutual funds, wealth planning services, and investment accounts.

As part of iA Financial Group, one of Canada’s largest insurance and wealth management companies, iA Private Wealth offers comprehensive wealth planning, investment funds, and capital markets services to help clients navigate their lifelong financial journey. With over $62 billion in assets under administration, the firm prides itself on delivering high-conviction, actively managed investment solutions to investors across Canada.

Additionally, iA Capital Markets, a division of iA Wealth, combines boutique investment bank service with the resources of a major financial institution. Serving investor and corporate clients through offices in Montreal, Toronto, and Calgary, the firm provides equity, debt, and structured product underwriting, M&A advisory, and global securities market access through its trading desks.

Generated from the website content

Also at this address

Own this business?
See a problem?

You might also like

Holliswealth

iA Private Wealth in Georgina, ON is a financial services firm that specializes in providing personalized wealth management solutions to individuals and families. Their team of experienced advisors offers a range of investment and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and understanding each client's unique needs, iA Private Wealth aims to deliver tailored financial strategies that align with their clients' objectives. Whether it's retirement planning, investment management, or estate planning, iA Private Wealth is committed to helping clients navigate the complexities of the financial world. Generated from their business information
Janette Geary - TD Financial Planner

Janette Geary - TD Financial Planner

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
Edward Jones - Financial Advisor: Richard Jacka
Business services, nec, nec, Services, nec, nec

Edward Jones - Financial Advisor: Richard Jacka

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.
Canada›Ontario›Georgina›iA Private Wealth

Partial Data by Infogroup (c) 2025. All rights reserved.