September Office Update
We would like to take this opportunity to keep you updated on our office, team, and upcoming events.
- As some of you may have already noticed, we are currently in the process of refreshing our website.
- Every few years, it is a mandatory requirement from our firm and regulator to update your account paperwork. It is important for us to have the most current information, so we are up to speed with your goals and investment objectives so we may best serve you.
- Within the next year, the HollisWealth name is slated to change to iA Securities. The target date is March 31, 2020.
It is important for us that we provide our clients with a central place to visit and access helpful information. We wish to establish this site as a convenient and current source of information.
We have added our two newest members, Shirley Martin and Marie-Loren Colonna to the “Our Team” section of our website. We will also begin to introduce a range of new content to our website, with our “Knowledge Center”. This will provide educational material related to investing, tax planning, retirement planning and much more. Our “Blog” section will include important content about our office, any changes or news, and you will also be able to find our informational email communications to you, such as the previous month’s “Book Value vs Invested Capital” email communication. Going forward, we will continue to communicate regularly through our blogs and provide new articles and notifications.
As many of you may have already experienced, we have been reaching out to you to complete this, and we are just about wrapping up this process of updating all client account paperwork to the HollisWealth, a division of Industrial Alliance Securities platform.
If your accounts have not yet been updated, we will be reaching out to you in the coming months. If you are unsure if your accounts have been updated, or if you have any questions, please feel free to contact us, and we will be happy to prepare those documents for you and address any inquiries.
You may recall that in August 2017, HollisWealth was acquired by iA Securities. It can also be seen on your account statements that “HollisWealth” is followed by “a division of Industrial Alliances Securities Inc”. This name change to iA Securities is part of our firm’s integration plan.
No changes will be made aside from our name, there will be no additional paperwork, and all services will remain, as per usual. This initiative from head office will be the beginning of more positive changes (for example improved client statements) in the future – stay tuned for additional updates from us as the date of the change nears!