We are excited to announce that our office will be relocating to a new location as of June 9th, 2023. We will re-confirm this date at the end of May in the event of any changes. Our new office will be located at 3425 Harvester Rd, Suite 107, in Burlington, just...
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To date, 2022 has proven a challenging investment environment, but the global economy and markets are capable of coping. After the record-breaking returns of 2021, it’s inevitable the pace of growth will slow in 2022. Over the short term, markets have grappled with many challenges, including war in Eastern...
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It is unfortunate that we are having to address another negative in the world just as health issues are stabilising. Recognition is given to the fact we are witnessing yet another invasion which will alter and harm families. Our hopes and prayers are for as swift and peaceful resolution...
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In September 2021, we sent out a survey requesting your feedback. Thank you for taking the time to complete our survey. We truly value the feedback you have provided, and the information will help us tailor our services to better meet your needs. We would like to share...
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Looking to make a contribution to your investment account, RRSP or TFSA? You can do so in a few easy steps via your online banking. To set up iA Private Wealth as a new payee: Log in to your online banking profile or with your mobile banking app Select...
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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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Stocks get traded every day at prices that can have little to do with their value. This usually happens when people buy and sell based on greed and fear rather than knowing what their ownership stake in the business is worth. We believe that the best way to avoid...
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