iA Private Wealth

HollisWealth Inc, based in Montréal, Québec, is a financial services company part of iA Wealth Group. Dedicated to client success, they offer a wide range of wealth management services and investment solutions to help individuals achieve their financial goals at every stage of their life. Through subsidiaries like Investia and iA Private Wealth, HollisWealth provides comprehensive wealth planning services and access to a diverse range of investment products, managing over $63 billion and $62 billion in assets respectively. They offer high-conviction, actively managed investment solutions through iA Clarington, which oversees over $22 billion in assets. Furthermore, HollisWealth's iA Capital Markets division serves both investor and corporate clients, providing tailored equity, debt, and structured product underwriting services, M&A advisory, market research, and access to global securities markets. With over 125 years of experience, HollisWealth is part of iA Financial Group, a prominent insurance and wealth management company in Canada, managing more than $249.7 billion in assets. Generated from the website content

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.

Sun Life Financial is a leading financial services company based in Montréal, QC, specializing in providing insurance, wealth management, and investment solutions to individuals and businesses. With a focus on helping clients achieve financial security and peace of mind, Sun Life Financial offers a range of products and services tailored to meet the diverse needs of its customers. Generated from their business information