Who we are

About HollisWealth

Today, HollisWealth® is a leading Canadian wealth management company and a wholly owned division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

What makes us different

HollisWealth® is now backed by iA Financial Group, so you can rely on the stability of 125 years of industry leadership and one of the largest investment advisor networks in Canada.

At HollisWealth®, we approach wealth management from a different perspective. A perspective rooted in the thinking that we should have deeper relationships with advisors and their clients. Helping them grow, helping them succeed, helping them reach their full potential.

This is what makes us different from any other firm in the business. This is what sets us apart. Our ability to forge emotional connections and build lasting relationships that transcend commercial endeavours. Everyone at HollisWealth® recognizes that relationships dedicated to making lives better, that go beyond business, invariably lead to success.

That’s how it was years ago when our predecessors helped local merchants build their businesses. And that’s how it is today at HollisWealth® which has grown to become one of the country’s largest independent financial advisory firms. But, being the biggest has never been our goal. We would rather simply be the best.

Wealth Management Services

In today’s rapidly evolving marketplace, HollisWealth® offers the best of both worlds: an independent investment philosophy that offers investors access to a wide range of financial products, partners and services within a corporate context of security.

What This Means For You

It means we have the freedom to choose the financial solutions that are right for you!

Let me iterate, we never take for granted the immense trust you have placed upon us, and that is precisely what keeps us working harder to maintain and build that trust in good times and bad.

Once again, we truly appreciate your on-going support as a valued client, and look forward to assisting your family and friends during these tough times when prudent advice is hard to come by.

Learn more about us. Click on the brochure below to find out more about HollisWealth®.