Wait… who is Sensible Wealth Advisory Group? It is very important for us to remain well connected with our clients. In this spirit, we have decided to capture our identity by establishing a fresh and differentiated appearance that truly encompasses our philosophy and team. We are proud to introduce...
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New Year – New Name – Introducing iA Private Wealth We are excited to announce that HollisWealth and iA Securities will soon have a new company name: iA Private Wealth The new, unifying name was chosen to better reflect the essence of what we do –...
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“History has shown that seeing through uncertainty and taking a long-term perspective can lead to greater success”. We are often asked how the upcoming US election outcome may affect our clients’ investments. The short answer is, likely not nearly as much or in a way you might think. With...
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