SIMPLIFY - CLARIFY - EXECUTE
INVESTED IN YOU
VISION
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.
MISSION
To take a comprehensive approach to ensure that all aspects of your Financial Blueprint work in harmony with your specific goals.
COMMITMENT
We are committed to providing exceptional service across all aspects of the client experience.
BREAKING NEWS
January 2021
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.
Regards,
Marty Kobayashi Kristin Kobayashi-Reid
CONTACT US
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iA Private Wealth
6 Garamond Court
Suite 260
Toronto, ON M3C 1Z5
Tel: 416-510-1565
Toll-Free: 1-800-294-5592
Fax: 416-510-1011
Getting Here:
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.
By car:
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.
By TTC:
#100 (Flemingdon) bus from Eglinton or Broadview subway station