SIMPLIFY - CLARIFY - EXECUTE
INVESTED IN YOU
To act as your Personal CFO, by integrating all aspects of your Net Worth, including: tax strategies, estate planning, risk management, investments and debt management.
To take a comprehensive approach to ensure that all aspects of your Financial Blueprint work in harmony with your specific goals.
We are committed to providing exceptional service across all aspects of the client experience.
As we continue to navigate the complexities of this global pandemic, we would like to again reassure you that we remain steadfast in our commitment to ensuring that we are available and ready to provide clients with the service they have come to know and expect from us. Although Kristin and Jessica are working remotely as much as possible, Marty is in the office daily to answer the phone.
With this latest lockdown here in Ontario, we are putting a halt on in-person meetings again for the time being, but we are very pleased to be able to continue to offer virtual or telephone meetings as needed. We have had good feedback from clients who have been taking advantage of the video conferencing option, and will continue to offer this as an alternative to in-office meetings going forward.
Should you have any questions or concerns, please don't hesitate to reach out to us by phone or email at any time.
Marty and Kristin
We are excited to announce that as of January 18, 2021, we have a new company name. HollisWealth and iA Securities will now be known under the unified brand, iA Private Wealth.
The new name is designed, first and foremost, to better reflect the essence of what we do as your trusted advisors: provide you with completely personalized, comprehensive wealth solutions for every stage of your lifelong financial journey.
We also wanted the new name to draw attention to the strength and stability we derive from our parent company, iA Financial Group, which has been helping Canadians meet their financial goals for over 125 years.
We would like to emphasize that the new name represents a rebrand only. There has been no change of ownership and your relationship with us will continue as it always has.
We invite you to take a few moments to visit our new website – iaprivatewealth.ca – and, if you have not yet done so, to sign up for our online client portal. Please feel free to reach out to us at any time if you have any questions or concerns.
Marty Kobayashi Kristin Kobayashi-Reid
iA Private Wealth
6 Garamond Court
Toronto, ON M3C 1Z5
Our offices are located on the second floor of the Japanese Canadian Cultural Centre at 6 Garamond Court (across from the Aga Khan Museum). There is free parking in the JCCC's private lot.
*Note that as of March 2020, the JCCC's front entrance is closed so you must use the East Entrance to access our suite. We are open by appointment only. Full vaccination required for in-person meetings until further notice. All visitors will be screened at the door, including temperature checks. If you are feeling unwell, please stay home and inform us immediately to reschedule for another time. Thank you for your understanding.
From the 401, merge onto the southbound Don Valley Parkway & take the Wynford exit. Turn right (west) at the end of the ramp. Garamond Court is the first street on the right
From the Gardiner Expressway, merge onto the northbound Don Valley Parkway & take the Eglinton exit. Turn right onto Gervais (before the Superstore), then right onto Wynford Dr at the lights. Garamond Court is the first street on the left.
#100 (Flemingdon) bus from Eglinton or Broadview subway station