HollisWealth is being acquired by iA Financial Group. Recently a notice went out to clients notifying them about the sale of HollisWealth to iA Financial. iA Financial (Industrial Alliance) is one of the largest independent financial and investment planning firms in Canada, with over 125 years experience helping Canadian families with their investments, insurance and planning.
Haldenby Financial Group welcomes this acquisition and believes that and is a very positive step forward for independent advice and services to you.
A few key points about this transition to keep in mind:
*You do not have to take any action: All accounts will stay with HollisWealth and us, Haldenby Financial Group, your advisors.
*No new paperwork is required — this transition will be seamless in nature.
*HollisWealth’s name will stay the same.
*iA Financial has advanced technologies that will help us offer better services and planning to you! *Statement clarity and information will improve —making it easier to read your statements.
*Online access will improve (more information on WealthTracker will come in the next couple of months).
*We will gain additional resources from iA to help you accomplish your goals!
We value your business and our relationship with you— should you have any questions, please do not hesitate to contact our office!
Thank you,
Dean
