The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of HollisWealth®. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.
HollisWealth® is a trade name of Investia Financial Services Inc. and HollisWealth Insurance Agency Ltd. HollisWealth® is a division of Investia Financial Services Inc., a member of the Canadian Investor Protection Fund and the Mutual Fund Dealer Association of Canada. Brokerage services provided by HollisWealth® are provided through Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates. Insurance products provided by HollisWealth® are provided through HollisWealth Insurance Agency Ltd.
HollisWealth® and the Industrial Alliance companies do not provide income tax preparation services nor do they supervise or review other persons who may provide such services.
Mutual Funds: Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts or prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Financial Planning: Implementing a retirement, estate, and any other form of financial plan may consist of investing in securities (which may include mutual funds), insurance products (such as segregated funds) and other financial instruments. Prospective investors should always obtain a copy of the offering documents in respect of each investment product (such as prospectus, information statement or folder, insurance contract, etc.), and read it carefully, including discussion of any risk factors, fees, expenses, terms, conditions and restrictions. Consult your personal tax and legal advisor before investing.
HollisWealth® is a trade name of Investia Financial Services Inc. (“Investia”)
*Mortgages provided by referral