iA Private Wealth

HollisWealth Advisory Services Inc., based in Ottawa, is dedicated to helping clients achieve their financial goals through a comprehensive financial planning approach. Led by David McGruer and a team of professionals, their services encompass cash flow management, investment strategies, tax planning, insurance, estate, and education planning. The firm emphasizes the importance of expert advice tailored to individual needs, while engaging clients in ongoing education about financial best practices. They also offer a structured meeting process that enhances transparency and communication throughout the financial planning journey. Generated from the website

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