Preserve Financial Inc

HollisWealth, based in Waterloo, Ontario, operates under the umbrella of iA Wealth Group, a prominent player in the Canadian financial services industry. Offering a wide array of wealth management services and investment solutions, iA Wealth is dedicated to supporting clients at every stage of their financial journey. Through its subsidiaries like Investia and iA Private Wealth, iA Wealth provides tailored wealth planning solutions, managing billions in assets under administration. Additionally, iA Clarington, a part of the group, offers actively managed investment solutions through various financial products, catering to diverse investor needs. Moreover, with a rich history spanning over 125 years, iA Wealth leverages the strength, stability, and trust of iA Financial Group to deliver comprehensive financial services to individuals, families, businesses, and institutional clients. As a significant player in the industry, iA Wealth continues to uphold its commitment to client success and financial well-being. Generated from the website content

iA Private Wealth, operating under the trade name Essential Wealth Group, offers a range of financial services aimed at achieving clients' financial peace of mind. With a focus on building relationships, the team prioritizes understanding individual needs and developing concrete goals paired with targeted strategies for financial success. Led by Nikoletta Trasias, a CERTIFIED FINANCIAL PLANNER, the firm specializes in financial management, asset management, tax education planning, risk management, retirement planning, and estate planning. Committed to clients' financial well-being, they emphasize the importance of advised households, as research indicates they possess more than four times the assets of those without professional advice. Generated from the website

Primerica, located in Waterloo, ON, has been dedicated to providing affordable term life insurance and investment solutions to families since its establishment in 1986. The company operates on a philosophy of treating families with the utmost care and respect, emphasizing the importance of acting ethically and putting clients' needs first. Through its complimentary Financial Needs Analysis (FNA), Primerica offers customized financial guidance to help families navigate their personal finances effectively. With a focus on helping Main Street families achieve their short-term and long-term financial goals, Primerica aims to empower individuals through vital insurance and investment services. Generated from the website