Introducing iA Private Wealth – Happy New Year! – December 30 2020
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 –
provide holistic wealth management solutions tailored to your unique needs and
goals. This change is a company rebrand only and no action is required on your
part. No need to sign new paperwork!
What is staying the same
Our Office will continue to deliver the exceptional value you have come to expect.
Location and contact information will remain the same, although the @holliswealth.com email will be automatically migrated to @iaprivatewealth.ca and emails sent to the old address will be forwarded to the new address for one year.
What is changing
New website: On or about January 18, 2021 iA is launching a new website, iaprivatewealth.ca, which
will replace the HollisWealth website.
New client portal: Our new client portal will be accessible via iaprivatewealth.ca
Depositing funds: When depositing funds into your investment account, please make cheques payable
to “iA Private Wealth Inc.”.
Online banking: Financial institutions will update the payee name automatically, where necessary, replacing “HollisWealth” with “iA Private Wealth”. Please note this change may not take effect until the end of February.
On behalf of HollisWealth and iA Securities, we would like to thank you for your continued confidence and trust. We are dedicated to helping you achieve your financial goals and look forward to serving you for many years to come.
This New Year Eve will be very different from any other year, but despite the pandemic, there is no better time to start a fresh, dream big and make New Year resolutions!
May you have a Happy and Healthy Year ahead!