Welcome to iA Financial Group


By now we are sure you have seen information regarding the changes happening at HollisWealth and our new partnership with iA Financial Group. We thought it would be important to emphasize, you will notice little immediate change. Your relationship with our team will remain the same as always and there is no action required on your part. Your accounts will not change and everything plans to continue “business as usual.” If you are receiving RRIF/LIF payments, or have recurring deposits and/or withdrawals, rest assured that nothing will change. Even the HollisWealth name will remain intact. Who is iA Financial Group? iA Financial Group offers life and health insurance products, mutual and segregated funds, savings and retirement plans, securities, auto and home insurance, mortgages and car loans and other financial products and services for both individuals and groups. The iA name comes from the oldest of their operating divisions - “Industrial Alliance” Insurance Co. It is one the largest non-bank owned wealth management advisory firms in Canada which has a 125 year track record in Canada, and is a publicly traded company, listed on the TSX. Learn more about iA Financial Group by visiting www.ia.ca

What’s to come? In the coming weeks, you will receive a welcome package from HollisWealth which will welcome you to Investia Financial Services Inc., which is a part of the iA Financial Group and the new home of HollisWealth beginning this August. Investia shares the same commitment to outstanding service and value that you have come to expect from HollisWealth. What is going to change? To simplify your transition, HollisWealth will have a new website and new portal for you to view your accounts on line and register for e-delivery of your statement (if desired). This will be available to you in August after our transition is complete. HollisWealth and Investia are dedicated to helping you achieve your financial goals through a full suite of personalized services and access to world-class investment opportunities. We look forward to our new venture and are excited to work with you under the new umbrella of iA Financial Group. Please feel welcome to ask us any questions about the transition. We strive to keep you fully informed of our new partnership and make this as simple and easy as possible for you. Thank you,

Andrew & Peter

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