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.