It is important for an Investment Advisor to partner with an investment dealer that supports independence and open-architecture. It is also important the firm has the credibility and strength our clients deserve.
As such, we are pleased to partner with HollisWealth, a division of iA Securities. In 2017, iA Securities and HollisWealth combined strengths to become one of Canada’s largest and leading non-bank owned wealth management firms with over $80 billion in assets under administration combined across IIROC and MFDA divisions. The iA Financial Group is a Canadian leader in financial services with its founding dating back 125 years to 1892. Today, the company trades on the TSX listed as IAG and its businesses range from individual insurance, wealth management, group insurance, and group savings & retirement.
HollisWealth and iA provide various back office, trading execution, compliance functions and research for our team. However, our advisory practice and client relationships are independent – our clients’ interest is our concern and we have the freedom to operate in this fashion. We believe in our model of open-architecture rather then operating in an environment with undue sales and in-house product pressure.
HollisWealth, a division of Industrial Alliance Securities Inc., is a member of IIROC (Investment Industry Regulatory Organization of Canada) www.iiroc.ca and CIPF (Canadian Investor Protection Fund) www.cipf.ca . For more information on the iA Financial Group, visit http://ia.ca/securities-ias